Financial Sales Representative

2 weeks ago


Cheras, Malaysia The Blease Wealth Management Full time

**Requirements**:

- Preferably students in any of the following areas: Business Management, Finance &
- Aggressive, proactive, outspoken, self-discipline and willing to explore new opportunity
- Strong verbal and written communication skills in Mandarin and English

**Responsibilities**:

- Understanding customer's financial needs and concerns by Financial Need Analysis (FNA)
- Assist client with providing the most suitable financial solution
- Assist client with providing comprehensive legacy planning with will writing and set up trust fund
- To proactively manage and build long term customer relationship
- Ensure adherence to the relevant policies, regulatory risk and compliance matters
- Keep improving on personal development with pursue Registered Financial Planner (RFP) from Malaysian Financial Planning Council (MFPC)
- Assist in exploring potential business opportunities
- Assist in marketing campaign, advertising and promotional events

**Benefits**:

- Employee growth plan
- Career development training
- Personal development training
- Work-life balance career
- Investment opportunities
- Remote work flexibility, etc.
- Allowance provided

Additional Benefits
- Training Provided
- Company Trip
- Allowance Provided
- High Basic Salary
- Commission Payment



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