Financial Advisor

We are partnering with a leading multinational financial institution to recruit multiple Financial Advisor roles from Senior to Managerial levels, based across Penang, Perak, Melaka, Sarawak, and Kuala Lumpur. We welcome professionals from the banking, insurance, and financial services sectors who are passionate about wealth management and relationship building. If you're seeking strong career growth, a dynamic environment, and attractive rewards, we encourage you to apply.

Responsibilities:

• Manage a portfolio of customers while providing one-stop financial advisory services and building long-term relationships with them.
• Help customers to achieve their financial goals through the active promotion and cross-selling of comprehensive range of wealth management products including insurance, loans, unit trusts.
• To provide policy reviews, risk assessment, and recommendation on financial solutions.
• To plan and strategize business planning, activities, and campaigns to increase sales productivity

Requirements:

• Bachelor's degree in any field.
• At least 2-4 years of experience in insurance / banking / financial industry.
• Sound knowledge of Bancassurance and Banking products.