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Islamic Wealth Advisor (Nationwide)

12/02/18 0:34
0 Applications
Job Type:
Full Time

Drive sales and formulate action plans to achieve sales target.
Conduct presentations and provide consultations / proposals to potential clients in meeting their
business and operational needs.
Build and foster long term and profitable relationships by providing quality and professional customer service.
Work closely with internal parties in planning new product launches to ensure it meets planned revenue and volume projections.
Proactively sell the Bank's products primarily for wealth management and deposits products.
Provide referrals for the Bank’s other products to relevant parties to ensure an optimal reach of
customers and achievement of targets set.
Provide advice on financial planning and perform other service functions, including navigator function, whenever required.
Act as reference point for Wealth Management solutions and collaborate with other business units in
doing sales of bank's products to capitalize on the mutually rewarding business relationship.
Act as customers’ single point of contact and handle relationship management.
Perform Know Your Customer/Customer Due Diligence for financial/non-financial transactions.
Ensure high standard of customer service in line with the quality and standards set by the Bank.

Candidate must possess at least a Diploma in Banking / Business / Marketing or equivalent.
At least 2 year(s) of working experience in Sales field - Financial Services (Bancatakaful, Unit Trust,
Gold, Wasiat and etc).
Possess licence in TBE/CUTE/CEILI/FIMM
Strong customer orientation with good selling and negotiation skills.
Must be a team player, energetic and result-oriented.
A positive mindset, independent, initiative-driven and able to work with minimum supervision.
Must be willing to travel.
Available positions in nationwide.

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