Job Description

This is a full-time hybrid role for a Sales & Marketing Executive located in Butterworth with some flexibility for remote work. The successful candidate will be responsible for day-to-day sales, marketing, and customer service activities, providing finance advice and solutions to clients.Responsibilities:

• 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 sell suitable financial products and services.
• Find and approach prospective clients.
• Build strong relationships to retain existing clients.
• Maintain updated knowledge of regulations, practices, and financial products.

Requirements:

• Proven experience as a financial planner or similar role; experience in sales or customer service is an asset.
• 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.
• Academic background in Business, Finance, or a related field.

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