Strategic Leader: Institutional Sales & Financial Planning

PUBLIC MUTUAL BERHAD; Kuala Lumpur; On-site; MYR 100,000 - 150,000; Full time

Job summary

A leading financial services provider in Kuala Lumpur seeks a Head of Institutional Sales & Financial Planning. This role involves overseeing business development for Unit Trust and Private Retirement Scheme sales, managing support channels, and conducting sales workshops. The ideal candidate has a degree, relevant licenses, and extensive experience in sales with strong leadership skills. Willingness to travel and work flexible hours is essential.

Qualifications

• Minimum 18 years of related working experience in relevant fields.
• Willingness to travel nationwide and possess own transport.
• Ability to work beyond normal hours and on weekends as required.

Responsibilities

• Plan and oversee business development for Unit Trust/PRS Sales.
• Provide institutional support for PBB distribution channels.
• Manage Corporate Sales Helpdesk and conduct workshops.
• Support sales and marketing for IUTA distribution channels.

Skills

Business acumen

Team leadership

Stakeholder management

Education

Degree in any discipline

CFP qualification or FIMM / PRS licenses

Job description

A leading financial services provider in Kuala Lumpur seeks a Head of Institutional Sales & Financial Planning. This role involves overseeing business development for Unit Trust and Private Retirement Scheme sales, managing support channels, and conducting sales workshops. The ideal candidate has a degree, relevant licenses, and extensive experience in sales with strong leadership skills. Willingness to travel and work flexible hours is essential.