Job Description

Responsibilities

Provide professional financial advisory services and develop tailored financial & investment plans for clients.
Assist clients in applying for and managing bank loan products(e.g., Mortgage Loan, SME Loan, Business Short-Term Financing).
Advise clients on investment opportunities(Individual Investment, Unit Trusts, Corporate Funds, Property Investment).
Recommend and plan insurance solutionsto meet clients' risk management and wealth protection needs.
Analyze clients' or companies' financial statements and reports*, offering financial ratings and advisory.

Support corporate clients in designing employee benefits and retention programs(retirement & incentive plans).
Provide estate planning solutions(Will & Trust / Estate Planning) to ensure smooth wealth transfer.
Build and maintain strong client relationships, ensuring continuous service and business development.
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Requirements

Diploma or Bachelor's degree in Finance, Accounting, Economics, Business, or related field.
1-3 years of experience in finance, insurance, investments, or related industries preferred.
Strong communication and interpersonal skills, with the ability to provide customized financial solutions.
Knowledge of banking loans, investment funds, insurance products, and corporate finance.
Analytical mindset with good market insights and financial planning capabilities.
Language proficiency in Mandarin, English, and Malay(additional languages are an advantage).
Job Type: Full-time

Pay: From RM3,000.00 per month

Language:

Mandarin (Preferred)
Work Location: In person