Job Description
Overview
Possess a minimum of Secondary/SPM/'O' Level certification. Fluency in Bahasa Malaysia, English, and Mandarin is essential to effectively communicate with a diverse clientele. Demonstrate strong communication and interpersonal skills to build rapport and trust with clients. Exhibit a proactive attitude and willingness to learn about financial products and advisory services. Ability to work effectively in a team-oriented environment, contributing to the overall success of Finplus Advisory (M) Sdn Bhd. Must be willing to work onsite at Sunway Velocity Mall, Taman Maluri, 55100 Bandar Kuala Lumpur. No prior experience required; entry-level candidates and fresh graduates are encouraged to apply.
Responsibilities
- Provide comprehensive financial planning advice to clients, including investment strategies, retirement planning, and insurance needs.
- Conduct thorough financial needs analysis for prospective clients to understand their fi...
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