Financial Consultant
George Town, Pulau Pinang, Malaysia
Job Description
- Possess at least a Diploma in accounting, finance, business administration or relevant field.
- Proven 1-2 years experience as a financial planner or similar role; experience in sales or customer service is an asset.
- Can speak in English, Bahasa Malaysia & Mandarin.
- Ability to analyze financial information and comply with regulations.
- Good ethics, with a customer-oriented attitude.
- Outstanding communication skills, with the ability to foster long-term relationships.
- Analyze clients\' financial statuses.
- Examine and suggest financial opportunities.
- Develop sound plans and budgets for clients.
- Customize financial plans according to client\'s changing needs.
- Help clients implement their plans and carry out transactions.
- Present and provide suitable financial services.
- Find and approach prospective clients.
- Build strong relationships to retain existing clients.
- Maintain updated knowledge of regulations, practices, and financial services.
- Annual Leave
- Training Provided
- Commission and bonus
- Medical and Hospitalisation Leave
- Central location
- Flexible working hours
- Casual dress code
- Personal development opportunities
- One To One Products Training Will Be Provided
- 5 Working Day Per Week
- Company Activity (Team Building, Annual Dinner & Festival Celebration)
- Positive Working Environment
Ricebowl
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Job Detail
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Job IdJD1053858
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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 LocationGeorge Town, Pulau Pinang, Malaysia
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EducationNot mentioned