Financial Services Consultant

**Key Responsibilities**: - Calling potential customers to promote products or services. - Act as a consultant for bankers and clients on loan-related matters. - Maintain strong relationships with banks and financial institutions for loan processing. - Prepare and submit required loan documentation in a timely manner. - Attend meetings with clients to...

**Job Role**: - Market and sell a wide range of SLMA/SLMT Products suitable to client's needs. - To achieve individual sales target and contribute towards the achievement of the branch target. - To provide professional advice and appropriate financial products based on bank client needs. - Work with Branch Manager (BM) and Banca Business Manager (BBM) to...

**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...

FINIVO Capital Management is one of the leading financial consulting company based in Kuala Lumpur, Penang and Johor Bharu. FINIVO specialized in designing a customized, comprehensive and integrated financial planning for individuals and small-medium-enterprise, in the scope of wealth protection, wealth accumulation and wealth distribution. We always believe...

Company DescriptionMUFG Investor Services is a trusted partner to many of the world's largest public and private funds, providing asset servicing and operational solutions built for alternatives.With over $1 trillion in client assets under administration, we offer fund administration, banking, payments, fund financing, foreign exchange overlay, corporate and...

**Sales Consultant - GWM (Georgetown)** **Key Responsibilities** As a Sales Consultant at GWM in Georgetown, you are the face of the brand—tasked with delivering an exceptional customer experience through expert product knowledge, consultative selling, and a focus on building lasting client relationships. This role blends sales proficiency with...

**職責：** - 分析客戶的財務狀況。 - 檢查並建議財務機會。 - 為客戶制定合理的計劃和預算。 - 根據客戶不斷變化的需求客製化財務計劃。 - 幫助客戶實施他們的計劃並進行交易。 - 展示並提供適當的金融服務。 - 尋找並接近潛在客戶。 -...

Job Summary: **Roles & Responsibilities**: 1. Student Recruitment (On a day-to-day basis) - To counsel and assist students to make best-informed decisions - To develop and enhance the counselling services - To attend to students and parents feedback, inquiries and complaints in an appropriate and prompt manner and adhere to service standards - To maintain...

**Sales Executive** **Position Title**: Sales Consultant Great Wall Motors **Department**: Sales Department **Report To**: Outlet Sales Manager **Key Responsibilities**: - **Showroom Organization**: Ensure the showroom and workspace are organized according to the Simplified Operational Standards (SOS). - **Commercial Documents**: Ensure brochures,...

AIA Bhd. is a leading insurer in Malaysia, where we have been privileged to do business since 1948. We offer a suite of financial solutions including Protection, Health, Personal Accident, Employee Benefits, General Insurance, Mortgage and Retirement products to meet our customers' protection and financial security needs at every life stage.Objectives of...