Financial Sales

**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...

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,...

**Title: Junior Sales Associate (Full Time)** **Company Description** CAP 1 Financial Group (CFG) is a Venture Management & Private Equity company headquartered in Singapore and holds a Capital Markets Services licence (CMS No.100968) regulated by Monetary Authority of Singapore. She has subsidiaries in Thailand and China and has been issued Qualified...

**Position Overview**: At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the...

1)Provide service to clients’ changing financial needs by promoting our products and services. 2) Create and maintain good rapport with clients by offering good quality services for repeat business and referrals 3) Conduct in-depth reviews of clients’ financial plan, current provision and future aims and assist customer in choosing the right financial...

**JOB RESPONSIBILITIES** - Maintain all the necessary reporting to the banks and backup system reports - Maintain the company bank balance and remain cognizant of outstanding checks - Approve invoices that need to be paid - Read and review any documentation attached to checks for approval and accuracy sake - Make sure all financial statements and tables are...

Company Background:We are representing our well-known banking clients in their search for a highly motivated and dynamic individual to join their team in the position of Consumer Financial Services. We are looking for a candidate who is passionate about delivering excellent customer service and contributing to the success of a leading bank in the...

Responsibilities 工作职责Contributing to the development of marketing strategies to meet client's financial needs.Conducting market research on financial products.Designing and implementing marketing plans for company products.Promote products and services to clients and negotiate with aim of maximizing sales targets.Maintain an ongoing relationship with...

Job Title:Finance DirectorLocation: Local / Home Port: Southeast Asia, TBDReports To: Hotel ManagerJob Type: Full-time, Contract-BasedJob OverviewThis is a leadership role, with a requirement for the candidate to get hands on from time to time.The Financial Director is responsible for designing structures to manage all financial transactions, P&L, financial...

**Job Title**: Financial Services Consultant (FWD Products ) **Location**: Skudai, Indahpura Kota Tinggi Batu Pahat **Department**: Bancassurance / Financial Services **Reports To**: Branch Manager / Sales Manager **Job Purpose** To promote and sell **FWD insurance and takaful products** through network, providing financial solutions that meet customer...