Financial Consultant
SBH Financial Consultancy Kuantan is looking for ambitious and customer-focused Financial Consultants to join our growing team. If you are passionate about helping individuals and businesses achieve their financial goals through professional financial planning and advisory services, we invite you to build a rewarding career with us.
As a Financial Consultant, you will provide professional financial advice tailored to clients' needs. You will analyze financial situations, recommend suitable financial products and strategies, build long-term client relationships, and help clients achieve their wealth protection, savings, investment, and financial planning goals.
- * Meet with clients to understand their financial goals and needs.
- * Provide professional financial planning and consultation.
- * Recommend suitable financial products and solutions.
- * Build and maintain long-term relationships with clients.
- * Generate new business opportunities through networking and referrals.
- * Conduct financial reviews and follow-up consultations.
- * Prepare financial proposals and documentation.
- * Ensure compliance with company policies and industry regulations.
- * Continuously update knowledge of financial products and market trends.
- * Diploma, Bachelor's Degree, or equivalent qualification.
- * Fresh graduates are encouraged to apply.
- * Experience in banking, finance, insurance, or sales is an advantage.
- * Strong communication and interpersonal skills.
- * Good presentation and negotiation abilities.
- * Self-motivated, goal-oriented, and willing to learn.
- * Able to work independently and build strong client relationships.
- * Passionate about helping clients achieve financial success.
SBH Financial Consultancy Kuantan is a professional financial advisory firm committed to helping individuals, families, and businesses achieve long-term financial security and sustainable wealth growt…