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

Financial Consultant

Kuala Lumpur, MY
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Responsibilities:

  • Analyze clients' financial statuses.
  • Examine and suggest financial opportunities.
  • Develop sound plans and budgets for clients.
  • Customize financial 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.

 

Requirements:

  • Proven experience as financial planner or similar role; experience in sales or customer service is an asset.
  • Ability to analyze financial information and comply with regulations.
  • Proficiency in MS Office and CRM systems.
  • Keen eye to detail and strong math skills.
  • Good ethics, with a customer-oriented attitude.
  • Outstanding communication skills, with the ability to foster long-term relationships.
  • Possess at least a Bachelor's Degree in accounting, finance, business administration or relevant field; professional certification (e.g. CFP) is a plus.

Perks & Benefits

  • Commission and bonus
  • Central location
  • Flexible working hours
  • Regular team activities
  • Company trips
  • Personal leave
  • Open culture
  • Personal development opportunities
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Company Overview

Best Solution Wealth Management is looking for individuals with Passion, Dynamic and Strong Desire to succeed in life to provide dedicated and holistic Wealth Management Services to our customers, and also energetic, mature, caring and loves meeting people to join us as business partners. We support your growth with in-house training programs, management courses, seminars and conventions. You will be trained to understand our customers’ financials needs and provide all round support, bundled with value-added services to our customers on all monetary matters.

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Company Summary
Best Solution Wealth Management
http://bswealth.my/
26-50 employees
Consulting (Business & Management)
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