Islamic Wealth Advisor - Unit Trust & Takaful

Bank Rakyat Malaysia Berhad; Kuala Lumpur; On-site; MYR 33,000 - 61,000; Full time

Benefits offered by this job

Medical benefits

Optical benefits

Health screening

Flexible client meetings

Professional development allowance

Annual bonuses

Job summary

Bank Rakyat Malaysia invites experienced Financial Advisors to guide clients in Unit Trust investments and Takaful solutions. You will build a robust client portfolio through networking and relationship management, while delivering needs-based financial planning and effective sales presentations.

Successful candidates will manage account openings, address product inquiries, and strive to meet monthly and quarterly targets within a supportive, development-focused environment.

Qualifications

• Education: Diploma in Banking, Business Finance, Commerce, Economics or Finance related fields.
• Experience: 2+ years in Financial Services Sales/Insurance/Unit Trust/Bancassurance/Retail Banking.
• Licenses: CUTE, TBE, Takaful Agent, or Insurance Representative license.

Responsibilities

• Provide comprehensive financial planning consultations with Unit Trust and Takaful products.
• Grow client portfolio via networking and relationship management.
• Perform needs-based selling with strong sales presentation skills.
• Ensure timely account opening and product inquiries resolution.
• Meet or exceed monthly and quarterly sales targets.

Skills

Financial planning

Unit Trust investments

Takaful/Bancatakaful

Needs-based selling

Sales targets

Networking

Client relationship

Account opening processing

CRM systems

Education

Diploma in Banking

Diploma in Business Finance

Diploma in Commerce

Diploma in Economics

Diploma in Finance

Tools

CRM systems

Job description

Bank Rakyat Malaysia invites experienced Financial Advisors to guide clients in Unit Trust investments and Takaful solutions. You will build a robust client portfolio through networking and relationship management, while delivering needs-based financial planning and effective sales presentations.

Successful candidates will manage account openings, address product inquiries, and strive to meet monthly and quarterly targets within a supportive, development-focused environment.