Description
We are seeking a motivated Financial Advisory professional to join our team in Petaling Jaya. The ideal candidate will have 1-4 years of experience and will be responsible for providing sound financial advice and strategies to newly acquired client base.
Responsibilities
- Provide expert comprehensive takaful advice to clients.
- Building sales and promotional strategies to develop new market.
- Develop a new marketing strategies and new market segment.
- Conduct financial analysis and prepare Simple Financial reports.
- Assist clients in developing financial strategies including Insurans and investment plans.
- Monitor client account (Key account Manager)
- Build and maintain strong relationships with clients to understand their financial goals.
- Collaborate with team members to deliver tailored financial solutions.
Skills and Qualifications
- Bachelor's degree in Finance, Economics, Business Administration, accounting, marketing or any related field.
- 1-2 years of experiences in financial advisory, services, managerial or any related roles.
- Able to learn fast and adapt to technology.
- Strong analytical and problem-solving skills.
- Proficient in financial modelling and analysis tools such as Excel, power point and financial calculation.
- Excellent communication and interpersonal skills.
- Ability to work independently and as part of a team.
- Knowledge and experience in industry is value added advantage.
