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- Reach out to potential clients through networking, referrals, and cold calling.
- Build long-term client relationships by providing financial advice and portfolio management.
- Analyze clients' financial situations to recommend suitable products or strategies.
- Meet sales targets by effectively managing client relationships.
- Stay updated on financial products, market trends, and regulatory changes.
- Ensure compliance with legal requirements and ethical sales practices.
- Maintain accurate records of client interactions and sales activities for reporting.
- SPM And above.
- Strong communication and interpersonal skills, with the ability to negotiate and persuade.
- Financial knowledge or experience with products such as Financings,investments and insurance is necessary.
- Self-motivated, independent, and able to analyze financial data.
- EPF/SOCSO
- Health Insurance
- Salary Increment
- Performance Bonus
- Sick Leave
- More than 12 Annual Leave Days per Year
- Maternity Leave
- Bereavement Leave (paid time off for loss of a loved one)
- Hybrid Working Mode (partly in-office, partly remote)
- Flexi Working Hours
- No Overtime (OT)
- Professional Career Development (training programs, workshops, conferences)
- Company Activities (team building, outings, social gatherings)
- Company Trip
- Staff Appreciation & Rewards
- Nearby Public Transportation (MRT Kwasa Damansara, Stesen KTMB Terminal Skypark, Bus Stop Taman Subang Perdana)
- Work-Life Balance
- Casual Wear
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