Personal Financial Consultant
On-siteSabak Bernam, Selangor, Malaysia
Job Summary
Develop and maintain strong relationships with individual clients by conducting thorough financial needs analysis to identify suitable banking, investment, insurance, and lending products. Present complex financial products clearly while providing personalized advice covering retirement planning, wealth management, and investment strategies. Monitor client portfolios regularly to deliver updates and recommendations based on market conditions and client objectives. Actively participate in sales campaigns to achieve individual and team targets while ensuring compliance with all internal policies and regulatory requirements. Collaborate with other departments to offer integrated financial solutions and keep abreast of market trends and new product offerings.
Required Qualifications
- Bachelor's degree in Finance, Economics, Business Administration, or a related field
- Proven experience in financial advisory, sales, or banking, preferably within a retail banking environment
- Strong understanding of various financial products including deposits, loans, investments (unit trusts, bonds, equities), and insurance
- Excellent communication, interpersonal, and presentation skills
- Strong analytical and problem-solving abilities
- Ability to build rapport and trust with clients
- Results-oriented with a strong drive to achieve sales targets
- Proficiency in Microsoft Office Suite
Desired Qualifications
- Relevant industry certifications (e.g., FIMM, PCE, CUTE, TBE)
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