Financial Services Professional

7 days ago


Johor Bahru, Johor, Malaysia QAIZER CONSULTANCY Full time
About the Role

At QAIZER CONSULTANCY, we are seeking a skilled Financial Wealth Consultant to join our dynamic team in Kota Laksamana Melaka. This full-time role involves assisting clients in achieving their financial objectives.

Key Responsibilities
  1. Engage with prospective and existing clients to understand their financial needs and goals
  2. Provide tailored financial planning and wealth management advice across a range of products and services
  3. Develop and present comprehensive financial plans and investment strategies
  4. Build and maintain strong relationships with clients
  5. Identify new business opportunities and generate leads
  6. Collaborate with other teams to deliver exceptional client service
Requirements
  1. Proven track record in financial services or wealth management
  2. Strong understanding of financial products, services, and regulations
  3. Excellent communication and interpersonal skills
  4. Ability to analyse complex financial information and provide recommendations
  5. Proactive and self-motivated with a passion for delivering excellent client service
  6. Minimum educational requirement is SPM / SVM


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