Joining us as a UTC enables you to contribute towards the betterment of your investors’ financial future. Take pride in this noble career by empowering lives one at a time.
Analyzes clients' financial situations and risk tolerance to create suitable unit trust investment plans
Build diversified portfolios and provide continous financial advice and portfolio monitoring
Create financial awareness among clients, including retirement planning, children’s education planning, personal financial goals planning, marriage fund planning, and more
Analyse investors’ financial status and provide suitable solutions to help them achieve their long-term financial goals through Public Mutual’s products
Ensure investors’ satisfaction by providing ethical and professional financial advisory services at all times
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Manage a portfolio of existing Commercial Banking Account relationship in order to grow both funded income and non–funded income.
Manage a portfolio of accounts in order to provide value – added banking advice and customized financial solutions in order to optimize revenue generation from the portfolio.
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Account Monitoring (MIAs) – To assist the RM in issuing reminders / follow-up letters.
To issue Letter of Support relating to tendering of projects/ contracts and letters to Facility Agent and any other correspondences in relation to accounts handled.
To compile relevant documents and reports for annual audit purpose (For Internal Auditor on yearly basis).
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Proactively identify and acquire new personal financing customers through various sales channels, including telemarketing, roadshows, and branch referrals.
Engage with customers to understand their financial needs and recommend suitable personal financing solutions (e.g., personal loans, credit cards).
Explain product features, benefits, terms, and conditions clearly and comprehensively to customers.
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To promote and professionally sell a range of retail products to existing and potential customers ie. Wealth products (UT, ASNB VP, PRS, Banca RP & GI, Direct Forex and NTW), Deposits (CASA/FD, Accounts Acquisition), Assets/Financing products (PF/PFi, ASB & Credit Cards) etc.
To achieve sales/revenue target assigned by the Bank and contribute towards growing the bank's portfolio/profitability and the achievement of the overall branch targets.
Participate in branch/region/bank (bank wide) sales & promotional activities and campaigns to achieve deliverables and to acquire, build and grow mass & mass affluent customer segments.
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Proactively identify and acquire new personal financing customers through various sales channels, including telemarketing, branch walk-ins, and outbound sales activities.
Conduct thorough financial needs analysis for customers to recommend suitable personal financing products (e.g., personal loans, credit cards) that align with their financial goals.
Explain product features, benefits, terms, and conditions clearly and accurately to customers.
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To promote and professionally sell a range of retail products to existing and potential customers ie. Wealth products (UT, ASNB VP, PRS, Banca RP & GI, Direct Forex and NTW), Deposits (CASA/FD, Accounts Acquisition), Assets/Financing products (PF/PFi, ASB & Credit Cards) etc.
To achieve sales/revenue target assigned by the Bank and contribute towards growing the bank's portfolio/profitability and the achievement of the overall branch targets.
Participate in branch/region/bank (bank wide) sales & promotional activities and campaigns to achieve deliverables and to acquire, build and grow mass & mass affluent customer segments.
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To promote various type of life-insurance products by Tokio Marine Life Insurance Malaysia Bhd under the exclusive Bancassurance Partnership between RHB Bank and Tokio Marine.
To professionally sell a wide range of banca products to existing and prospective customers.
To achieve sales/revenue target assigned by the Bank and contribute towards the achievement of the overall branch targets.
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Proactively identify and acquire new personal financing customers through various sales channels, including telemarketing, roadshows, and branch referrals.
Engage with customers to understand their financial needs and recommend suitable personal financing solutions (e.g., personal loans, credit cards).
Explain product features, benefits, terms, and conditions clearly and comprehensively to customers.
...
To promote and professionally sell a range of retail products to existing and potential customers ie. Wealth products (UT, ASNB VP, PRS, Banca RP & GI, Direct Forex and NTW), Deposits (CASA/FD, Accounts Acquisition), Assets/Financing products (PF/PFi, ASB & Credit Cards) etc.
To achieve sales/revenue target assigned by the Bank and contribute towards growing the bank's portfolio/profitability and the achievement of the overall branch targets.
Participate in branch/region/bank (bank wide) sales & promotional activities and campaigns to achieve deliverables and to acquire, build and grow mass & mass affluent customer segments.
...
Proactively identify and acquire new personal financing customers through various sales channels, including telemarketing, branch walk-ins, and outbound sales activities.
Conduct thorough financial needs analysis for customers to recommend suitable personal financing products (e.g., personal loans, credit cards) that align with their financial goals.
Explain product features, benefits, terms, and conditions clearly and accurately to customers.
...