Finance Executive
24 hours ago
To sell and cross-sell
- Assess clients' financial situations and develop customized financial plans to help them achieve their goals.
- Analyze financial data and recommend suitable financial products or services.
- Regularly review and update clients' financial plans based on changes in their financial circumstances or market conditions.
- Educate clients about financial products such as SME Loan and Personal Loan
- Build and maintain a network of clients and follow up on leads to generate business opportunities.
- Adhere to financial regulations and maintain confidentiality in handling client information.
- Assist in other duties and responsibilities as assigned from time to time.
**Qualification & Education Requirements**
- Strong analytical and problem-solving skills.
- Excellent communication and interpersonal skills.
**Preferred Skills**
- Proven ability to build and maintain client relationships.
- Familiarity with financial planning tools and software.
- Ability to explain financial concepts clearly to clients with varying levels of financial knowledge.
- Mandarin speaker is encourage to apply
Pay: RM2,600.00 - RM4,500.00 per month
Schedule:
- Holidays
- Monday to Friday
Supplemental Pay:
- Commission pay
- Performance bonus
- Yearly bonus
**Education**:
- STM/STPM (preferred)
**Experience**:
- Financial Advisor: 1 year (required)
**Language**:
- Mandarin (preferred)
- Bahasa (preferred)
Work Location: In person
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