Financial Advisor

2 hours ago

Johor Bahru, Malaysia TRIO Solutions Financial & Estate Planning Full time

**Responsibilities**:

- Communicate with clients to assess their financial situation to present right and suitable financial plan.
- Develop and reaching out to potential prospective clients and building a strong customer base.
- Follow and maintain ongoing communication with clients, track their progress, and update them on any changes or new opportunities.
- Identify and evaluate new financial strategies, recommending plans that align with clients' financial goals.
- Assist clients in completing necessary documentation and ensure compliance with all regulatory requirements.

**Job Requirements**:

- Education Qualification: SPM & Above, preferably with Diploma and outdoor sales experience (eg. banker, accountant, auditor).
- Required Skills: Good interpersonal and communication, sociable, responsible, and high integrity, strong drive and desire to succeed, independent, positive attitude.

Pay: RM4,000.00 - RM15,000.00 per month

**Benefits**:

- Flexible schedule
- Opportunities for promotion
- Professional development

Supplemental pay types:

- Commission pay
- Performance bonus

**Education**:

- STM/STPM (preferred)

**Experience**:

- outdoor sales: 1 year (preferred)

**Language**:

- Mandarin (required)

**Location**:

- Johor Bahru (preferred)

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