FINANCIAL CONSULTANT
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CAREER OPPORTUNITY
JOB OVERVIEW
POSITION
Financial Consultant
LOCATION
HQ Mont' Kiara
As a Financial Consultant, you will profile clients and provide them with advice and solutions to meet their financial needs.
KEY RESPONSIBILITIES
- • To profile clients’ needs and provide them with purposeful financial consulting services.
- • To acquire new clients through your own means or through our dynamic range of business development and sales activities.
- • Actively promote and cross-sell a wide range of wealth management products — such as Structured Investment, Life Insurance, Personal and Commercial Insurance, Unit Trusts and Alternative Investment etc.
- • Engage in business development activities, including client presentations, demos, proposal writing, and meetings.
REQUIREMENTS
- • Self-motivated, with a strong will to excel in a competitive environment.
- • Accreditation in RFP, CFP® or ChFC® is required.
- • Bumiputras are highly encouraged to apply.
- • Ability to effectively interact and communicate with a broad range of people.
- • Able to take initiative and work well in a team environment.
- • Pleasant personality and good learning attitude.
FA Advisory Sdn Bhd is an equal opportunity employer. All inquiries and applications are processed with strict confidentiality pursuant to the Personal Data Protection Act 2010 (PDPA). Licensed under Capital Markets Services Licence (CMSL/A0276/2010).
APPLICATION FORM
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Take the next step in your financial consulting career with FA Advisory.