Financial Advisor/consultant

2 weeks ago

Johor Bahru, Malaysia YMT DEVELOPMENT RESOURCES Full time

We are a team of dynamic financial consultants who are searching for talent to come onboard to join us in this journey.
This could be the route that springboard you to an exciting career path. Submit to us your updated resume and academic records and our HR will get in touch with you shortly.
- Build your clientele base and identifying prospective clients.
- Assessing and analyzing the client’s financial situation and identify shortfalls.
- Assisting your clients to establish investment and financial planning objectives.
- Presenting clients financial plan with short and/or long-term goals.
- Visiting clients regularly to access if recent life changes will affect their financial plans.
- Providing advice and tailormade solutions on a variety of investment and financial planning portfolios that best suits their needs versus wants.
- Growing with your clients and leaving sense of personal touch to them and their loved ones.

**Job Requirements**:

- Enjoy working in a dynamic environment.
- Passionate in working with and serving people.
- Success driven and motivated to achieve major milestones.
- Possess self-discipline and a high level of integrity.
- Possesses SPM (with 5 credit) and/or Degree, Diploma in any field.
- **No experience needed**

**Reasons to Join Us**
- Family culture and young dynamic individuals
- Work-life balance in a supportive environment
- Outstanding Career Growth & Development
- Personalized coaching and joint field work with Leader.
- Performance-based incentives such as allowance, commission and overseas trips
- Industry and company recognition
- Continuous professional development through a comprehensive training and development program

  • Personal Financial Advisor

    2 weeks ago

    Johor Bahru, Malaysia MDC Wealth Advisor Sdn Bhd Full time

    **Requirements**: **SYARAT LANTIKAN !** - Minimum SPM dengan / tanpa pengalaman dalam bidang jualan dan pemasaran - Memerlukan seorang yang bervisi tinggi dan komited. - Kemahiran komunikasi dan penulisan yang sangat baik dalam Bahasa Inggeris dan Bahasa Malaysia. - Mempunyai kenderaan sendiri untuk travel - Tidak mempunyai rekod ccris dan ctos - Fresh...

  • 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...

  • Personal Financial Advisor

    1 week ago

    Johor Bahru, Malaysia CIMB Bank Malaysia Full time

    **To be Sales Professionals with CIMB Bank** Embark on a professional journey with CIMB Bank! We're on the lookout for energy person to fill roles as **Assistant Sales Manager**and **Personal Financial Advisor.** **Responsibilities**: - Achieve sales targets for personal loans and credit cards. - Facilitate loan disbursements and secure credit card...

  • Personal Financial Advisor

    7 days ago

    Johor Bahru, Malaysia CIMB Bank Malaysia Full time

    **To be Sales Professionals with CIMB Bank** Embark on a professional journey with CIMB Bank! We're on the lookout for energy person to fill roles as **Assistant Sales Manager **and **Personal Financial Advisor.** **Responsibilities**: - Achieve sales targets for personal loans and credit cards. - Facilitate loan disbursements and secure credit card...

  • Financial Sales Consultant

    2 days ago

    Johor Bahru, Johor, Malaysia OSG Advisory Full time 60,000 - 80,000 per year

    Company DescriptionWe are one stop financial planning advisory, aim to assist young graduate to achieve work life balance.Role DescriptionThis is a full-time on-site role for a Financial Sales Consultant located in Johor Baharu. The Financial Sales Consultant will be responsible for providing financial planning services, advising on insurance, investments,...

  • Personal Financial Advisor Cimb Bank

    7 days ago

    Johor Bahru, Malaysia CIMB Bank Malaysia Full time

    **To be Sales Professionals with CIMB Bank** Embark on a professional journey with CIMB Bank! We're on the lookout for energy person to fill roles as **Assistant Sales Manager **and **Personal Financial Advisor.** **Responsibilities**: - Achieve sales targets for personal loans and credit cards. - Facilitate loan disbursements and secure credit card...

  • Personal Financial Advisor Cimb Bank

    2 weeks ago

    Johor Bahru, Malaysia CIMB Bank Malaysia Full time

    **To be Sales Professionals with CIMB Bank** Embark on a professional journey with CIMB Bank! We're on the lookout for energy person to fill roles as **Assistant Sales Manager**and **Personal Financial Advisor.** **Responsibilities**: - Achieve sales targets for personal loans and credit cards. - Facilitate loan disbursements and secure credit card...

  • Financial Sales

    2 hours ago

    Johor Bahru, Malaysia LEE KWANG YEM Full time

    Meeting with clients. Offering specialized financial guidance and advice. - Completing financial needs analyses. Creating and explaining customized plans. - Utilizing knowledge of tax investment strategies. - Assessing clients' financial portfolios. Analyzing clients' risk. - Encouraging clients to invest in the future Echelon Consulting Group ( ECG )...

  • Financial Services Consultant

    7 days ago

    Johor Bahru, Malaysia Agensi Pekerjaan Carpe Diem Executive Sdn Bhd Full time

    _**VERY URGENT!**_ Job Title**:Financial Services Consultant (FSC)** Pay Range**:MYR 2000 - 4000** Salary Remarks**:This role is eligible for incentive** Work Arrangement**:5 days work week** Work Arrangement Remarks**:Normal banking working hours** Language Requirements**:English,Malay** Technical skills/Certifications Requirements**:PCIL or TBE -...

  • Wealth Consultant

    2 hours ago

    Johor Bahru, Malaysia Maximax Wealth Management Full time

    **Position Overview**: As a Wealth Advisor at Maximax Wealth Management, you will be responsible for providing tailored financial advice to clients. You will help clients manage their wealth through comprehensive planning and customized solutions to meet their financial goals, such as retirement planning, estate planning, risk management, and wealth...