Your Browser is Not Supported

To ensure jobstore run smoothly, please use the latest version of the following supported browsers:

Jobs in Malaysia   »   Jobs in Kuala Lumpur   »   Finance / Banking / Insurance jobs   »   Elite Finance Strategist

Elite Finance Strategist

Kuala Lumpur, Federal Territory of Kuala Lumpur, MY


  • 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 Overview

PFA ASIA stand for Prajna Financial Advisors Asia, which brings the meaning of Wise , Intellect & Good Knowing Advisors. With more than 13 years of growing experience in financial services, PFA ASIA dedicated our professional services to mass affluent and High Networth market segment like busy business executives, professionals, business owners and CEOs.

Our team of people who are all graduates, come with diverse working backgrounds. Professional, dynamic and assertive. In today fast moving complicated business environment, PFA ASIA continue to uphold our key guiding philosophies, Truth & Honesty.

We provide value and sound advice based on clients needs through Ethical, Consultative approach. Our 6 core values ie Professional, Respect, Achievement, Joint effort, Noble and Active learning form the acroynm to PRAJNA.

Join us to fast-track your career advancement!

Read more
Company Summary
Prajna Advisors (Asia) Sdn Bhd
26-50 employees
Banking / Financial Services
Follow Prajna Advisors (Asia) Sdn Bhd
Like Prajna Advisors (Asia) Sdn Bhd
✱   This job post has expired   ✱

Sharing is Caring

Know others who would be interested in this job?