Finance and Investment Expert
2 days ago
OSG Advisory is a leading financial planning advisory firm with over 15 years of experience in providing expert guidance on financial and life planning.
Our team is seeking a highly skilled Financial Sales Consultant to join our Johor Baharu office. As a key member of our team, you will be responsible for meeting with clients to discuss their financial goals and develop personalized financial plans that align with their needs.
The ideal candidate will possess strong analytical skills, excellent communication and interpersonal skills, and the ability to manage client relationships effectively. A bachelor's degree in finance, economics, business, or a related field is required.
We offer a dynamic work environment, opportunities for career growth and development, and a competitive salary package. If you are a motivated and results-driven individual who is passionate about delivering exceptional customer service, we encourage you to apply for this exciting opportunity.
- Key Responsibilities:
- Meet with clients to discuss financial goals and develop personalized financial plans.
- Analyze clients' financial status and provide recommendations on investment opportunities.
- Develop thorough reports and present findings to clients.
- Recommend appropriate financial products and strategies tailored to each client's needs.
- Manage client relationships and provide exceptional customer service.
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