Wealth Management Advisor – Unit Trust & Bancatakaful - Bandar Indera Mahkota

Bank Rakyat; Kuantan; On-site; MYR 100,000 - 150,000; Full time

Job summary

A leading Islamic bank in Malaysia is looking for a Wealth Management Advisor to provide financial planning consultations and help clients with Unit Trust and Bancatakaful solutions. The successful candidate will grow their client portfolio through networking and achieve sales targets with performance-based compensation. This role offers a competitive salary, comprehensive healthcare, and continuous learning opportunities.

Benefits

Attractive salary package

Performance-based commission

Comprehensive healthcare coverage

Professional development allowance

Flexible work environment

Qualifications

• Minimum 2 years experience in Financial Services Sales Executive or similar roles.
• Must possess CUTE license, TBE certification, or related licenses.
• Experience in Islamic banking or Shariah-compliant products is a plus.

Responsibilities

• Provide comprehensive financial planning consultations for clients.
• Grow your client portfolio through networking and referrals.
• Perform needs-based selling to achieve sales targets.

Skills

Financial planning consultations

Sales presentation skills

Networking and relationship management

Multilingual capabilities

Education

Diploma in Banking, Business Finance, Commerce, Economics, or Finance

Tools

CRM systems

Job description

Wealth Management Advisor – Unit Trust & Bancatakaful - Bandar Indera Mahkota

Build Your Wealth Management Career with Malaysia's Leading Islamic Bank

Join Bank Rakyat Malaysia as a Financial Advisor and become a trustedb>Investment Consultant helping clients achieve their financial goals through our comprehensive Unit Trust and Bancatakaful solutions.

What You’ll Do

• Provide comprehensive financial planning consultations for clients, focusing on Unit Trust investments, Takaful protection plans, and Bancatakaful products
• Grow your client portfolio through active networking, referrals, and relationship management
• Perform needs-based selling using strong sales presentation skills
• Ensure timely account opening, application processing, and product inquiries resolution
• Meet or exceed monthly and quarterly sales targets

Who We're Looking For

Essential Requirements for Financial Advisory Roles:

• Education: Diploma in Banking, Business Finance, Commerce, Economics, or Finance related fields
• Experience: Minimum 2 years as Financial Services Sales Executive, Insurance Agent, Unit Trust Consultant, Bancassurance Officer, or Retail Banking Officer
• Licenses: Must possess CUTE license, TBE certification, Takaful Agent license, or Insurance Representative license

Bonus Points for Wealth Management Professionals:

• Professional certifications (CUTE, TBE)
• Experience in Islamic banking, Shariah-compliant products, portfolio management, or private banking
• Multilingual capabilities (English, Bahasa Malaysia, Mandarin, Cantonese, or local dialects). We are seeking candidates proficient in both English and Mandarin/Cantonese to effectively communicate with our diverse client base and stakeholders.
• Regulatory compliance knowledge (Securities Commission, BNM guidelines, IFSA 2013)

💼 What We Offer

💰 Attractive Compensation & Commission Package

• Base Salary: RM 3,000 – RM 5,500 for Senior Financial Consultants
• Performance-Based Commission: Eligible upon achieving a 60% sales target
• Unlimited Earning Potential: Subject with the achieved sales target
• Incentives & Rewards: Annual bonuses (Based on sales target achieved)
• Professional Development Allowance: Financial support for Financial Planning certifications

🏥 Comprehensive Healthcare Coverage

• Full medical benefits, including hospitalization, specialist consultations, and emergency care
• Dental coverage for preventive, restorative, and major dental treatments
• Optical benefits covering eye tests, prescription glasses, contact lenses, and related treatments
• Health screening and wellness programs to support overall wellbeing

⏰ Work-Life Balance

• Flexible client meeting arrangements within working hours

🎓 Continuous Learning & Career Growth

• In-depth training programs on Islamic finance and investment products
• Sponsorship for professional certifications in wealth management
• Internal career progression, prioritizing relationship managers and branch-level roles

🏆 Supportive & Collaborative Work Culture

• Team-oriented environment with guidance from experienced senior advisors
• Access to modern banking tools, CRM systems, and financial planning technology
• Employee recognition programs and exclusive top performer rewards

Ready to Launch Your Wealth Management Career?

Apply now and take the first step toward becoming a successful Wealth Management Specialist with Malaysia's premier Islamic banking institution.