Hiring immediately for a reputed BANK @ KL

CANDIDATE MUST POSSES - compulsory licenses - IPPC, FIMM, PCE, CEILLI, TBE, etc.

Key Responsibilities:

Acquire and manage customer relationships by providing financial planning advice in a sales oriented environment. Manage customer relationships to increase share of wallet under the "Farmer" concept. Provide financial planning advice to customers - focusing on Wealth Management Products. Take initiative and run activities to source leads. Keep abreast of customers' need and market trends and competitors' programme offers and activities for targeted customers regularly. Liaise with customers and convert leads to sales.