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Head of Institutional Sales & Financial Planning
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
Education
Head of Institutional Sales & Financial Planning
Responsibilities:
- Plan and oversee the business development activities for Unit Trust (UT)/ Private Retirement Scheme (PRS) Sales, in particular to open up business opportunities for the corporate market through both the Agency and Public Bank Berhad (PBB) distribution channels.
- Plan and oversee the institutional support for PBB distribution channels, by working with them and the Wealth Management Services for any promotional campaigns.
- Plan and oversee the smooth running of the Corporate Sales Helpdesk in providing corporate sales presentation/ joint fieldwork support for the distribution channels and to conduct sales workshops to equip Unit Trust Consultants (UTCs)/ IUTA sales staff with adequate knowledge.
- Oversee the sales and marketing support for the IUTA distribution channels, including but not limited to managing new fund briefings, proposing campaigns, participating in Sales Review Meetings, and conducting Branch Visitations nationwide to support and motivate sales staff.
Requirements:
- Degree in any discipline. Possess CFP qualification or FIMM / PRS licenses.
- Minimum 18 years’ of related working experience in relevant fields.
- Possess strong business acumen and able to lead, devote time to work effectively in a team and manage stakeholders.
- Willing to travel nationwide and possess own transport.
- Able to work beyond normal working hours and on weekends as and when required.
* The salary benchmark is based on the target salaries of market leaders in their relevant sectors. It is intended to serve as a guide to help Premium Members assess open positions and to help in salary negotiations. The salary benchmark is not provided directly by the company, which could be significantly higher or lower.