Financial Services Consultant
2 weeks ago
[Company Background]
CMA Group Sdn. Bhd. under its wing – CMA Consultancy, is a dynamic financial services firm dedicated to providing holistic wealth solutions that empower individuals and businesses.
We move beyond single products to offer comprehensive guidance across risk management (insurance), wealth accumulation (savings & investments), and legacy planning (estate planning).
Join us to build a meaningful career and making a difference
[Job Scopes]
Comprehensive Client Needs Analysis: Conduct detailed consultations to understand clients' financial goals, current assets, and risk tolerance across their lifecycle.
Risk Management & Protection: Recommend, promote, and implement insurance solutions (Life, Health, Critical Illness) to protect clients' income and wealth.
Wealth Accumulation Strategy: Advise clients on disciplined savings and investment plans to build capital and achieve long-term financial objectives.
Generational Wealth Planning: Introduce and structure estate planning concepts (e.g., wills, trusts) to ensure efficient and desired wealth transfer.
Relationship Management & Review: Proactively manage a client portfolio, ensuring continuous support, plan reviews, and seeking client referrals.
[Job Requirement]
A minimum of a Bachelor's degree (preferred) or equivalent professional experience.
Proven experience in sales, finance, or a related field (or a strong desire to build a career in finance).
Relevant financial certifications or licenses are an advantage.
Exceptional communication, presentation, and interpersonal skills.
High level of professionalism and integrity.
Self-motivated, goal-oriented, and able to work independently to achieve targets.
[Benefits & Remunerations]
-Start- up allowance from AIA for 18 months : RM 3,500 to RM 15,000
-Yearly efforts are rewarded up to 6 years in commission payout
-Performance-based bonus & incentives
-Training & supervision
-Personal development
-Complete digital ecosystem
-Opportunity for oversea trips
[Number of opening]
10
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