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Sales Marketing Executive

Salary undisclosed

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Responsibilities:Financial Consultation:

  • Conduct thorough financial assessments for clients to understand their goals, risk tolerance, and financial situations.
  • Develop personalized financial plans and strategies to help clients achieve their short-term and long-term financial objectives.

    Financial Planning:

    • Develop and implement comprehensive financial plans that align with clients' objectives.
    • Provide recommendations on investment strategies, retirement planning, estate planning, tax planning, and risk management.

      Investment Advisory:

      • Stay updated on market trends, economic indicators, and investment products.
      • Provide expert advice on asset allocation, portfolio management, and investment strategies tailored to clients' needs.

        Client Relationship Management:

        • Cultivate and maintain strong relationships with clients, ensuring their satisfaction with our financial services.
        • Address client inquiries and concerns promptly, demonstrating a commitment to excellent customer service.

Job Overview:We are seeking a highly motivated and experienced Financial and Investment Advisor to join our team. The ideal candidate will be responsible for providing financial advice, investment strategies, and wealth management services to our clients in Malaysia. Job Requirements :

  • Malaysian citizen.
  • At least 1 year experience as business consultant/advisor.
  • good in building customer relationship.
  • Aptitude in creative problem-solving.
  • Ambitious, determined and having desire to succeed.
  • Diploma or Bachelor's degree in Finance, Economics, Business, Communication or a related field.
  • Good communication and interpersonal abilities.

Benefits: [Monthly, quarterly & yearly bonuses, Oversea Holiday, Medical & Health insurance, retirement plans, professional development opportunities (intensive & holistic training & certification) & Career development & succession plan.