- 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.
- 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
Suite 29.09, Level 29, Capsquare Tower, 10 Jalan Munshi Abdullah, 50100 Kuala Lumpur, Malaysia
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