Responsibilities:
- Analyze clients' financial statuses.
- Examine and suggest financial opportunities.
- Develop sound plans and budgets for clients.
- Customize financial plans according to client's changing needs.
- Help clients implement their plans and carry out transactions.
- Present and provide suitable financial services.
- Find and approach prospective clients.
- Build strong relationships to retain existing clients.
- Maintain updated knowledge of regulations, practices, and financial services.
Requirements:
- Proven experience as a financial planner or similar role; experience in sales or customer service is an asset.
- Ability to analyze financial information and comply with regulations.
- Good ethics, with a customer-oriented attitude.
- Outstanding communication skills, with the ability to foster long-term relationships.
- Possess at least a Diploma in accounting, finance, business administration or relevant field
Perks & Benefits
- Commission and bonus
- Central location
- Flexible working hours
- Casual dress code
- Personal development opportunities
- One To One Products Training Will Be Provided
Job Location
Menara BHL, 51-8-D1, Jalan Sultan Ahmad Shah
Click to view the location on Google maps
