Financial Services Specialist
2 months ago
We are seeking a skilled Financial Services Specialist to join our team at AE Finansure Group. As a Loan Product Advisor, you will play a crucial role in helping clients achieve their financial goals by providing expert advice on bank loan and refinancing products.
Key Responsibilities- Develop and implement financial plans to meet clients' long-term and short-term financial objectives.
- Assess clients' financial situations and provide personalized recommendations on loan products.
- Travel to clients' locations to consult with them and provide tailored advice.
- Solicit new business opportunities through various methods, including cold-calling and advertising.
- Possess a minimum of SPM qualification.
- Ability to converse in Mandarin is a plus.
- Previous sales experience is preferred.
- Excellent interpersonal skills and ability to interact with clients at all levels.
- Convenient office location near public transportation.
- Company-organized social events and team-building activities.
- Annual leave and medical leave for employee well-being.
- Monetary rewards for task achievement and performance bonus.
- Collaborative team culture with a focus on mutual support and success.
AE Finansure Group is a leading financial consultancy firm in Kuala Lumpur, Malaysia. We specialize in providing personalized financial solutions to individuals and businesses, including debt management, asset management, and financial planning.
Our team of experienced advisors is dedicated to delivering transparent and client-focused services, helping clients simplify complex financial issues and achieve their financial goals.
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