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Jobs in Malaysia   »   Jobs in Penang   »   Sales / Marketing jobs   »   Personal Financial Advisor

Personal Financial Advisor

Penang
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**Promotes work life balance and flexibility
**Potential career expansion and growth with clients
**Long term active and passive incomes

 

JOB DESCRIPTION

  • The Group is trusted for more than 20 years in giving best services to clients in the financial industry. In expansion. looking for candidates keen to learn and grow with us! Attractive monthly income package from RM2500 to RM9000 +Commissions +Bonuses
  • Be creative and think of processes to help scale the business, research about organisations and individuals online to identify & generate new leads, understand their needs
  • Contact potential clients via email and phone to establish rapport, arrange meetings as required to effectively onboard prospective partners, follow-up closely by phone, email, and in person
  • Client management and onboarding, attend to inbound inquiries, maintain existing client relationships
  • Focus on customer success and be the point of contact for key partners. Eager to resolve 
  • Candidate must possess at least a Primary/Secondary School/SPM/"O" Level, Higher Secondary/STPMP "A" level Pre-U Diploma ,Advanced/ Higher / Graduate Diploma
  • Good communication and interpersonal skills
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Company Overview

The financial market revolution since late 90's has turned the financial industry into an ever-changing, more liberalized and challenging era. Today`s consumers are exposed to aggressive marketing of financial products and services by various financial institutions. Many consumers are confused with the vast choice of financial products available and are not sure of how to attain their financial goals. eFP Consulting comes at this crucial time to provide value-added services to assist client in identifying and understanding their financial needs with comprehensive financial services that will benefit both corporate and individual clients. Therefore with present of eFP Consulting, everybody either individual or corporate clients are able to access to a comprehensive range of services that give hassle free for them from having to deal to different service providers for different services. The outline of our services for companies and individuals are categorised into three segments: 1. Personal Financial Planning for individual and companies` business owners. 2. Business Financial Planning for companies. 3. Financial Services for companies and individuals. eFP Consulting is a license, a representative, an agent, an associate and is affiliated with other financial professionals and institutions to provide clients with a full range of integrated financial planning services. Indeed, it is our pleasure to keep you be informed always with information which would be able to help and improve your knowledge and skill in managing your personal finance and business planning. Hence, our main objective is to provide you with quality consultation and information on personal and business financial planning, not only through direct consulting, but with emphasis on using today`s advanced technology for the best consultation and communication with all clients.

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Company Summary
eFP Forward Group
51-100 employees
Banking / Financial Services