Responsibilities:
- Analyze clients' financial statuses.
- Examine and suggest wealth planning solutions
- 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 :
- Experience in financial sales or customer service is an asset.
- Ability to analyze financial information and comply with regulations.
- Proficiency in MS Office 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 diploma or Bachelor's Degree in accounting, finance, business administration or relevant field.
Perks & Benefits
- Commission and bonus
- Regular team activities
- Company trips
- Personal development opportunities
- Promotion to Elite Premier Sales Manager
Job Location
Suite 29.09, Level 29, Capsquare Tower, 10 Jalan Munshi Abdullah, 50100 Kuala Lumpur, Malaysia
Click to view the location on Google maps
Company Summary
