Financial Advisor

2 weeks ago

Bandar Sunway, Malaysia Optimum Life Planners Advisory Sdn Bhd Full time
我們正在尋找積極主動的個人加入 OLPA 團隊,擔任財務顧問。作為財務顧問,您將在幫助客戶實現財務目標並確保他們的財務未來方面發揮至關重要的作用。您將為您提供全面的財務建議,制定客製化的財務計劃,並推薦合適的金融產品和服務。

**強調 :**
- 提供高額基本津貼
- 混合工作模式。工作與生活平衡,工作時間靈活,管理自己的行程。
- 無限的收入潛力(基本津貼+佣金+定期現金獎勵+年度獎金)
- 綜合培訓和指導計劃
- 高職涯發展機會(一年內晉升為經理)
- 為新加入者提供令人興奮的獎勵活動(免費 iPad / 旅行等)

**工作職責:**
- 進行徹底的財務需求分析,以了解客戶的財務目標和目的。
- 根據客戶的獨特情況制定個人化的財務計劃和策略。
- 向客戶提供各種金融產品和服務的教育,包括保險、投資和退休計劃。
- 與客戶建立並維持長期關係,提供持續的支援和指導。
- 隨時了解產業趨勢、市場發展和監管變化。
- 達到或超過銷售目標並為代理商的成長和成功做出貢獻。

**要求:**
- 全職或兼職歡迎申請
- 熱衷於幫助他人並對其財務狀況產生正面影響。
- 優秀的溝通和人際交往能力。
- 積極主動、自我激勵,具有獨立工作的能力。
- 高水準的誠信、專業和道德行為。
- 具銷售或客戶服務經驗者優先。
- 最低 SPM 資格或同等資格。
- **
說中文是必須的。**

如果您雄心勃勃、目標明確,並渴望在金融服務業建立成功的職業生涯,請加入我們 OLPA 的團隊。將您的履歷發送給我們,邁向美好未來的第一步。我們期待您加入我們充滿活力的團隊

**立即申請,了解更多有關我們有吸引力的佣金結構和當前的新加入活動的資訊**

**注意:**只有入圍的候選人才會被聯絡進行面試。

  • Financial Advisor

    2 weeks ago

    Bandar Sunway, Malaysia Optimum Life Planners Advisory Sdn Bhd Full time

    We are seeking highly motivated individuals to join our team at OLPA as Financial Advisors. As a Financial Advisor, you will play a crucial role in helping clients achieve their financial goals and secure their financial future. You will provide comprehensive financial advice, develop customized financial plans, and recommend suitable financial products and...

  • Financial Advisor

    3 weeks ago

    Bandar Sunway, Malaysia Optimum Life Planner Advisory Full time

    We are seeking highly motivated individuals to join our team at OLPA as Financial Advisors. As a Financial Advisor, you will play a crucial role in helping clients achieve their financial goals and secure their financial future. You will provide comprehensive financial advice, develop customized financial plans, and recommend suitable financial products and...

  • Financial Sales Advisor

    2 months ago

    Bandar Sunway, Malaysia Optimum Life Planners Advisory Sdn Bhd Full time

    We are seeking highly motivated individuals to join our team at OLPA as Financial Advisors. As a Financial Advisor, you will play a crucial role in helping clients achieve their financial goals and secure their financial future. You will provide comprehensive financial advice, develop customized financial plans, and recommend suitable financial products and...

  • Financial Advisor

    2 months ago

    Bandar Sunway, Malaysia Optimum Life Planners Advisory Sdn Bhd Full time

    We are seeking highly motivated individuals to join our team at OLPA as Financial Advisors. As a Financial Advisor, you will play a crucial role in helping clients achieve their financial goals and secure their financial future. You will provide comprehensive financial advice, develop customized financial plans, and recommend suitable financial products and...

  • Business Partner

    3 weeks ago

    Bandar Sunway, Malaysia Optimum Life Planners Advisory Sdn Bhd Full time

    We are seeking highly motivated individuals to join our team at OLPA as Financial Advisors. As a Financial Advisor, you will play a crucial role in helping clients achieve their financial goals and secure their financial future. You will provide comprehensive financial advice, develop customized financial plans, and recommend suitable financial products and...

  • Insurance Agent

    2 weeks ago

    Bandar Sunway, Malaysia Optimum Life Planners Advisory Sdn Bhd Full time

    We are seeking highly motivated individuals to join our team at OLPA as Financial Advisors. As a Financial Advisor, you will play a crucial role in helping clients achieve their financial goals and secure their financial future. You will provide comprehensive financial advice, develop customized financial plans, and recommend suitable financial products and...

  • Accounts Executive

    4 weeks ago

    Bandar Sunway, Malaysia Geo Venture Partners PLT Full time

    **About Us** We are a small firm based in **Bandar Sunway, Selangor**. We provide accounting/book-keeping services as well as highly personalised corporate advisory services to our clients to meet their objectives for value creation and growth. As a growing firm, we are currently expanding our team and, in this regard, there is an opening for a newly...

  • Financial Advisor

    2 months ago

    Bandar Sunway, Malaysia Optimum Life Planners Advisory Sdn Bhd Full time

    我們正在尋找積極主動的個人加入 OLPA 團隊，擔任財務顧問。作為財務顧問，您將在幫助客戶實現財務目標並確保他們的財務未來方面發揮至關重要的作用。您將為您提供全面的財務建議，制定客製化的財務計劃，並推薦合適的金融產品和服務。 **強調 ：** -...

  • Accounts Executive

    4 weeks ago

    Bandar Sunway, Malaysia Geo Venture Partners PLT Full time

    **About Us** We are a small firm based in **Bandar Sunway, Selangor**. We provide accounting/book-keeping services as well as highly personalised corporate advisory services to our clients to meet their objectives for value creation and growth. As a growing firm, we are currently expanding our team and, in this regard, there is an opening for a newly...

  • Part Time Sales Advisor- Parkson 1 Utama

    2 months ago

    Bandar Utama, Malaysia Parkson Private Label Sdn Bhd Full time

    We are looking for **SALES ADVISOR** for who are customer-focused and able to handle all store functions in this fast-driven role. Kami sedang mencari **PENASIHAT JUALAN **untuk yang memfokuskan pelanggan dan mampu mengendalikan semua fungsi kedai dalam peranan yang dipacu pantas ini. **Job Benefits** Chances to Convert to Full time (Base on...

  • Part Time Sales Advisor- Parkson 1 Utama

    6 days ago

    Bandar Utama, Malaysia Parkson Private Label Sdn Bhd Full time

    We are looking for **SALES ADVISOR** for who are customer-focused and able to handle all store functions in this fast-driven role. Kami sedang mencari **PENASIHAT JUALAN **untuk yang memfokuskan pelanggan dan mampu mengendalikan semua fungsi kedai dalam peranan yang dipacu pantas ini. **Job Benefits** Chances to Convert to Full time (Base on...

  • Part Time Sales Advisor- Parkson 1 Utama

    5 days ago

    Bandar Utama, Malaysia Parkson Private Label Sdn Bhd Full time

    We are looking for **SALES ADVISOR** for who are customer-focused and able to handle all store functions in this fast-driven role. Kami sedang mencari **PENASIHAT JUALAN **untuk yang memfokuskan pelanggan dan mampu mengendalikan semua fungsi kedai dalam peranan yang dipacu pantas ini. **Job Benefits** Chances to Convert to Full time (Base on...

  • Full Time Sales Advisor- Parkson 1 Utama

    4 weeks ago

    Bandar Utama, Malaysia Parkson Private Label Sdn Bhd Full time

    We are looking for **SALES ADVISOR** for who are customer-focused and able to handle all store functions in this fast-driven role. Kami sedang mencari **PENASIHAT JUALAN **untuk yang memfokuskan pelanggan dan mampu mengendalikan semua fungsi kedai dalam peranan yang dipacu pantas ini. **Job Benefits** Chances to Convert to Full time (Base on...

  • Accounts Executive

    2 weeks ago

    Bandar Sunway, Malaysia Geo Venture Partners PLT Full time

    About UsWe are a small firm based in Bandar Sunway, Selangor. We provide accounting/book-keeping services as well as highly personalised corporate advisory services to our clients to meet their objectives for value creation and growth.As a growing firm, we are currently expanding our team and, in this regard, there is an opening for a newly created Account...

  • Auto Finance Executive

    1 week ago

    Bandar Utama, Malaysia Upscale Sdn Bhd Full time

    **JOB OVERVIEW**: - Actively marketing and selling the financial products offered by the company such as vehicle financing and leasing options, to potential customers. - Representing company at roadshows and events to promote their products and services. Additionally, conducting site visits to potential customers or business partners to establish...

  • Auto Finance Executive

    1 week ago

    Bandar Utama, Malaysia Idealseed Resources Sdn Bhd Full time

    **JOB OVERVIEW**: - Actively marketing and selling the financial products offered by the company such as vehicle financing and leasing options, to potential customers. - Representing company at roadshows and events to promote their products and services. Additionally, conducting site visits to potential customers or business partners to establish...

  • Account Assistant Manager

    3 weeks ago

    Bandar Botanic, Malaysia Infinity Logistics & Transport Sdn Bhd Full time

    **Immediate Hiring!** **Infinity Group of Companies** **Accounts Executive** (Bandar Botanic - Klang) **Responsibilities**: - Ensure all periodic reports are promptly done and properly submitted. - Implement internal controls and ensure compliance with accountingpractice and and principles. - Liaise with external auditor, tax consultant, legal advisors,...

  • Auto Finance Executive

    2 weeks ago

    Bandar Utama, Malaysia Upscale Sdn Bhd Full time

    JOB OVERVIEW: Actively marketing and selling the financial products offered by the company such as vehicle financing and leasing options, to potential customers. Representing company at roadshows and events to promote their products and services. Additionally, conducting site visits to potential customers or business partners to establish relationships and...

  • Auto Finance Executive

    2 weeks ago

    Bandar Utama, Malaysia Idealseed Resources Sdn Bhd Full time

    JOB OVERVIEW: Actively marketing and selling the financial products offered by the company such as vehicle financing and leasing options, to potential customers. Representing company at roadshows and events to promote their products and services. Additionally, conducting site visits to potential customers or business partners to establish relationships and...

  • Account Assistant Manager

    2 weeks ago

    Bandar Botanic, Malaysia Infinity Logistics & Transport Sdn Bhd Full time

    Immediate HiringInfinity Group of CompaniesAccounts Executive(Bandar Botanic - Klang)Responsibilities: Ensure all periodic reports are promptly done and properly submitted. Implement internal controls and ensure compliance with accountingpractice and and principles. Liaise with external auditor, tax consultant, legal advisors, government authorities,...