client advisor

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Job-type Full-Time
Job Category Insurance
Industries Acc & Finance
Salary MYR 4,000 - 5,000 /Month
Who you'll be working for
A company that primarily focused on financial banking industry.
What requirements you'll need to be eligible

- Bachelor's Degree or higher in Finance or Business Administration with at least 5 years of work experience in banking industry. 

- Possess strong knowledge in global economic, financial markets and political conditions, current affairs and the implication on clients' portfolios. 

- Prefer candidate with recognized industry qualifications such as CFP, FIMM, PCE, CEILI, or Module 6 and 7. 

What you'll be doing on the job

- Work closely with branches to reach out to high-net-worth (HNW) clients. 

- Engage actively with investment consultant for investment proposals that meet clients' need. 

- Cross sell various products e.g fixed deposit, lending, and investments according to clients' need. 

- Collaborate with regional counterparts to increase total revenue. 

- Consistent self update with market updates and financial news. 

Consultant Contact
Posted by: Mok Jing Ru
Phone: +6012 414 8117
Email: mokjingru@recruitfirst.co
Sound interesting?