- Discover clients' financial preservation and distribution statuses.
- Examine and suggest financial preservation opportunities.
- Develop sound plans and budgets for clients.
- Customize financial preservation plans according to clients' 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.
- Maintain good recording of sales, and after sales.
- Build client based and networking through multi channel
- Experience as financial advisor or similar role; experience in sales or customer service is an asset.
- Good communication and interpersonal skills
- A team player and highly self motivated
- Enjoy fast-paced and highly rewarding setting
- Good ethics, with a customer-oriented attitude.
Promising growth and development in all aspect in life.
Perks & Benefits
- Potential earning above RM5000
- Commission and bonus
- Central location
- Flexible working hours
- Casual dress code
- Regular team activities
- Company trips
- Personal leave
- Open culture
- Personal development opportunities
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