Location Kuala LumpurFULL_TIME
Consultant Bella Soraya
Date posted 10 September 2018 2018-09-102018-11-09 banking Menara 3 Petronas Persiaran KLCC Kuala Lumpur 50088 Robert Walters Malaysia
An excellent Financial Consultant job in Kuala Lumpur has just arisen in one of the international company.
About the Financial Consultant Role:
In this role, you will be responsible for advertising, servicing existing clients, to develop new leads and taking on new clients.
• Communicate with High Net Worth clients and evaluate their needs and requirements
• Provide advice on a range of financial needs from pension planning to life assurance and portfolio management
• Generate sales in accordance with target
• Create reports, analyse and interpret data
• Manage a BDM where necessary
To succeed in this Financial Consultant job, you will need to have the product and market knowledge of Wealth Management, Offshore and foreign investment as well as pool of clientele.
• Minimum 2 years’ experience in similar role with a bank or other financial services institution
• Have existing portfolio of clients
• Self-starter, able to network and build relationships
• Hold relevant industry qualification
This multinational company is much more than financial services and is anything but traditional. They have the people and ethos to act with speed, innovation, enterprise and creativity. The scope of the offer, the size of the business, the freedom and autonomy to drive your career forward all add up to a great place to work.
If you are driven, determined and want to take the next step in your career, this is the role for you. Great career progression opportunities await the right person in this exciting Financial Consultant job.
Apply now for this new exciting opportunity.
Agensi Pekerjaan Robert Walters Sdn Bhd
(formerly known as Robert Walters Sdn Bhd)
Business Registration Number : 729828-T
Licence Number : JTK2125
Agensi Pekerjaan Robert Walters Sdn Bhd (formerly known as Robert Walters Sdn Bhd) Business Registration Number : 729828-T Licence Number : JTK2125