Personal Financial Consultant
On-siteSegamat, Johor, Malaysia
Segamat, Johor, MalaysiaOn-siteFull TimeMid LevelBachelors DegreeEnterprise
Full TimeMid LevelBachelors DegreeEnterprise
Job Summary
Manage a portfolio of high-value customers, building relationships and identifying opportunities to grow their wealth. Provide expert advice on investment, insurance, and banking products, tailoring solutions to meet individual needs. Develop and execute sales strategies to achieve business targets and expand the customer base. Collaborate with internal stakeholders to deliver seamless customer experiences and resolve issues promptly. Stay up-to-date with market trends and regulatory changes to maintain expertise.
Required Qualifications
- A degree holder with at least 3 years of experience in banking, finance, or a related field
Desired Qualifications
- Degree holder in banking, finance, or related field with at least 3 years of experience
- Strong communication and interpersonal skills
- Proven sales and relationship-building skills
- Ability to provide expert advice on investment, insurance, and banking products
- Self-motivated, proactive, and results-driven
Hiring someone like this?
Get your role in front of qualified candidates on Sorce.