- Mutiara Central Cheras Business Centre 56100 Kuala Lumpur WP Kuala Lumpur Malaysia 56100

56100 Kuala Lumpur, WP Kuala Lumpur
Working Location
Job Description
Requirements
Secondary school qualification or equivalent (SPM/'O' Level).
Zero years of relevant experience required.
Strong understanding of financial markets and products.
Excellent communication, interpersonal, and presentation skills.
Ability to analyze financial data and provide clear recommendations.
Client-focused with a passion for helping others achieve financial success.
Proficiency in relevant financial software and tools is a plus.
Responsibilities
Provide expert financial advice and guidance to clients.
Analyze client financial situations and develop personalized financial plans.
Recommend suitable financial products and services based on client needs.
Assist clients in achieving their financial goals, such as investments, retirement planning, and wealth management.
Build and maintain strong client relationships through regular communication and follow-up.
Stay updated on market trends, financial regulations, and new financial products.
Conduct financial needs assessments and present solutions effectively.
Benefits
MRT - MALURI
0.2 km
LRT - MALURI
0.2 km
MRT - TAMAN PERTAMA
1.1 km
LRT - MIHARJA
1.2 km
MRT - COCHRANE
1.3 km
LRT - PANDAN JAYA
1.5 km
MRT - CHAN SOW LIN
1.5 km
LRT - CHAN SOW LIN
1.5 km
LRT - CHERAS
1.9 km
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