jobs in FTA Wealth Solutions

Kerja Sepenuh Masa, Financial Wealth Executive di FTA Wealth Solutions Federal Territory - Maukerja

Financial Wealth Executive

FTA Wealth Solutions

KL City, Federal Territory

Kongsi
Simpan

Lokasi Kerja

  • Kuala Lumpur Federal Territory Malaysia

Penerangan Kerja

Tanggungjawab

WHAT YOU’LL DO

Client Relationships

  • Meet clients to understand their financial goals, priorities, and concerns.
  • Build trust and maintain long-term relationships through regular follow-ups.

Financial Planning & Solutions

  • Review clients' financial positions and identify areas for improvement.
  • Explain suitable financial solutions based on their needs and circumstances.
  • Monitor clients' progress and review plans as their needs change.

Business Development

  • Develop new client relationships through networking, referrals, and outreach.
  • Participate in events, exhibitions, and financial education activities.
  • Build a sustainable client base through consistent relationship-building and follow-ups.

Learning & Collaboration

  • Participate in training, coaching, and team activities to strengthen financial knowledge and communication skills.
  • Collaborate on marketing campaigns and content initiatives that support client education and business growth.


WE WANT YOU IF YOU’RE SOMEONE WHO

  • Loves meeting new people, building connections, and exploring new places.
  • Is responsible, dependable, and takes ownership of your work.
  • Is motivated to create additional income and grow personally and professionally.
  • Is curious about the financial industry and eager to learn.
  • Enjoys a dynamic role and is comfortable handling multiple responsibilities.
  • Likes understanding people’s needs and finding suitable solutions.
  • Is comfortable approaching potential clients and developing new business opportunities.
  • Is proactive, confident in starting conversations, and comfortable following up.
  • Enjoys working towards goals and stepping out of your comfort zone.
  • Has reliable transportation and is comfortable travelling for meetings and events.


WHAT YOU’LL GET

  • Real-world experience helping clients understand their finances.
  • Practical knowledge of financial products and money management.
  • Continuous growth in communication, leadership, and problem-solving skills.


Open to Malaysian citizens only.

Peringatan Penting

Jangan pernah kongsikan maklumat bank atau kad kredit anda semasa memohon pekerjaan. Elakkan membuat sebarang pembayaran atau mengisi survey yang tidak berkaitan. Jika ada yang mencurigakan, sila laporkan iklan pekerjaan ini segera.

Lebih Lanjut