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Jobs in Malaysia   »   Jobs in Kuala Lumpur   »   Finance / Banking / Insurance jobs   »   Financial Sales Advisor

Financial Sales Advisor

Kuala Lumpur

Job requirements:

  • Candidate must possess at least Diploma/Advanced/Higher/Graduate Diploma in Business Studies/ Administration/ Management, Economics, Finance/ Accountancy/ Banking, Marketing or equivalent.
  • Required language (s) : Chinese, English, Bahasa Malaysia.
  • At least one year (s) of working experience in the related field is required for this position.
  • Preferably Junior Executive specialized in Banking/ Financial services or equivalent
  • Good communication and interpersonal skill.
  • Self-initiative and management
  • Planning and organising
  • Teamwork
  • Possess own transport
  • Committed and passion to learn
  • For Malaysian only.

 

Job responsibilities

  • Daily field work to meet prospect to understand their financial needs and provide financial solutions
  • Establish trust and building good relationship with new/existing clients.
  • Carry out account opening, handling enquiries, prospecting, fact finding, needs analysis, recommending solutions and after sales services.
  • Equipped with skills and knowledge through training courses to maintain financial professionalism.

Perks & Benefits

  • Employee equity
  • Commission and bonus
  • Flexible working hours
  • Regular team activities
  • Company trips
  • Open culture
  • Personal development opportunities
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Company Overview

Company Overview

We emphasize on continuous personal professional development and provide full support toward success in this career. Our team is assisting individual, commercial and corporate clients to achieve financial security and financial success through proper financial planning in Malaysia.

Risk Management Division
Specialise in providing financial risk portfolio for health and medical programme, human life value programme, income replacement, and property ownership for corporate or individual clients.

Estate Administration Division
Specialise in assisting clients to grow their wealth and multiply their estate.
Protect the estate through creditor proof planning.

Investment Division
Specialise in providing professional integrated financial services including property acquisition & financing, unit trust and other saving solutions based on clients’ risk profile to create funds for retirement, children education, travelling plan, and family wealth enrichment.

Why join us?


We commit to a friendly and professional work environment.
We provide opportunities for career advancement within the company.
We provide training to develop skill and knowledge among our employees.

Read more
Company Summary
MCG Wealth Management
101-200 employees
Banking / Financial Services