Financial Advisory
Kuala Lumpur, Malaysia
Job Description
- Conduct thorough financial assessments to understand clients\' goals, risk tolerance, and investment preferences.
- Regularly communicate with clients to provide updates on their financial plans and address any queries they may have.
- Analyze clients\' financial situations and develop comprehensive financial plans.
- Provide expert advice on financial investments or insurance planning.
- Offer strategies to optimize clients\' financial positions and protect their wealth.
- Identify potential clients and generate leads through networking, referrals, and other marketing activities.
- Demonstrate the value of our solutions and recommend appropriate products to meet clients\' needs.
- Ensure compliance with all industry regulations and internal policies.
- Stay updated on industry trends, market conditions, and changes in financial regulations.
- Participate in ongoing training and development programs to enhance financial knowledge and sales skills.
- Competitive pay from RM3500 and performance-based incentives
- Opportunities for career growth and professional development.
- Work in a collaborative and supportive team environment.
Ricebowl
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Job Detail
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Job IdJD971265
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IndustryNot mentioned
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Total Positions1
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Job Type:Full Time
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Salary:Not mentioned
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Employment StatusPermanent
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Job LocationKuala Lumpur, Malaysia
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EducationNot mentioned