- Jalan Peel Bandar Kuala Lumpur WP Kuala Lumpur Malaysia 55100

Bandar Kuala Lumpur, WP Kuala Lumpur
Working Location
Job Description
Requirements
Mandarin Speaker.
Possess a minimum of Secondary/SPM/'O' Level certification.
Fluency in Bahasa Malaysia, English, and Mandarin is essential to effectively communicate with a diverse clientele.
Demonstrate strong communication and interpersonal skills to build rapport and trust with clients.
Exhibit a proactive attitude and willingness to learn about financial products and advisory services.
Ability to work effectively in a team-oriented environment, contributing to the overall success of Finplus Advisory (M) Sdn Bhd.
Must be willing to work onsite at Sunway Velocity Mall, Taman Maluri, 55100 Bandar Kuala Lumpur.
No prior experience required; entry-level candidates and fresh graduates are encouraged to apply.
Responsibilities
Provide comprehensive financial planning advice to clients, including investment strategies, retirement planning, and insurance needs.
Conduct thorough financial needs analysis for prospective clients to understand their financial goals, risk tolerance, and time horizon.
Develop and maintain strong client relationships through regular communication, proactive service, and personalized financial advice.
Prepare and present financial plans to clients, clearly explaining recommendations and addressing any questions or concerns.
Monitor client portfolios and make adjustments as needed to ensure alignment with their financial goals and market conditions.
Stay up-to-date on financial products, market trends, and regulatory changes to provide informed and relevant advice.
Adhere to all compliance requirements and ethical standards in the provision of financial advice.
Benefits
LRT - MALURI
0.6 km
MRT - MALURI
0.6 km
MRT - COCHRANE
0.6 km
MRT - CHAN SOW LIN
0.9 km
LRT - CHAN SOW LIN
0.9 km
LRT - MIHARJA
1.1 km
LRT - PANDAN JAYA
1.6 km
LRT - PUDU
1.6 km
MRT - TUN RAZAK EXCHANGE
1.7 km
MRT - TAMAN PERTAMA
1.8 km
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