Job Description (JD)
| Nama Program | Pentadbiran Cawangan Perbankan Runcit [K661-003-4:2018] |
|---|---|
| Kod CU | K661-003-4:2018-C06 |
| Competency | Core |
| Tajuk CU | WEALTH ADVISORY |
| Penerangan CU | Wealth Advisory is a high-level professional service that provides investment solutions to customers, while bringing clarity to their overall financial needs. A Wealth Advisor’s primary task is to assess customers’ financial goals in order them to provide sound advice in helping customers to achieve optimal returns. A competent person in Wealth Advisory shall be able to develop marketing plans of wealth products, engage the customers and update sales performance in accordance with company’s SOP and authorities’ requirements. The outcome of this competency is the ability to achieve sales revenue from banking wealth products through effective and strategic approach. In order to perform Wealth Advisory tasks, the person is required to acquire the relevant licenses to sell wealth and insurance/takaful products as required by the authorities. |
| Tempoh Latihan | 120 |
| Objektif Pembelajaran | The outcome of this competency is the ability to achieve sales revenue from banking wealth products through effective and strategic approach Upon completion of this competency unit, trainees shall be able to: 1. Develop marketing plan of wealth products 2. Engage the customers 3. Update sales performance |
| Pra-Syarat | 0 |