Wealth Consultant, Tanah Merah Branch

Req ID:  6453
Job Description: 

Responsibilities

  • Planned, executed, and managed Fee-Based products' marketing and sales activities to achieve the monthly target.
  • Plan and roll out the visitation schedule for both existing and new customers.
  • Participate in sales and promotional activities.
  • Gather and analyse financial data to offer customers financial advisory services.
  • Attend to all customers’ requests and complaints promptly and within the stipulated service level.
  • Timely preparation of reports on marketing, sales activities, and performance for the Branch Manager / Branch Business Manager.
  • Proactively manage and build customer relationships and provide good after-sales service to avoid complaints and attrition.
  • Ensure adherence to and compliance with all internal policies, guidelines, and external regulatory requirements.

 

Requirements: Specific Skills/Knowledge

  • 2-3 years of experience in unit trust or takaful products.
  • Acquiring TBE/FIMM certification is an advantage.
  • Possess a Diploma/Degree in a related field from a recognised education institution.
  • Enjoy meeting people and engaging in meaningful conversations.
  • Strong team player, self-motivated, and capable of working independently.