Business Sales Executive

Caliph Group; Kajang Municipal Council; Hybrid; MYR 40,000 - 60,000; Full time

Job summary

A dynamic financial services company is seeking Business Executives Financial Advisors for a full-time hybrid role in Putrajaya. Responsibilities include providing financial advice, conducting analyses, and developing client relationships. Strong skills in financial analysis, portfolio management, and communication are required. Bachelor's degree or diploma in a related field is essential. This position offers some work-from-home flexibility.

Qualifications

• Strong skills in financial analysis, portfolio management, and financial planning.
• Ability to develop and maintain client relationships.
• Proficient in financial software and tools.
• Excellent verbal and written communication skills.
• Strong problem-solving and analytical abilities.
• Proactive, self-driven, and capable of working independently and in a team.
• Previous experience in financial advisory or similar roles is a plus.
• Certification in financial planning or investment management is an advantage.
• Open to Fresh Graduates.

Responsibilities

• Provide financial advice and develop financial plans for clients.
• Conduct financial analyses and monitor economic trends and financial markets.
• Develop and maintain client relationships.
• Engage in portfolio management activities and financial strategy development.

Skills

Financial analysis

Portfolio management

Financial planning

Client relationship development

Communication skills

Problem-solving

Analytical abilities

Education

Bachelor's Degree or Diploma in Finance, Economics, Business Administration

Tools

Financial software

Job description

Company Description

Caliph Group is a dynamic and purpose-driven company committed to empowering individuals and businesses through innovative financial solutions, leadership development, and community-focused initiatives. We specialize in Takaful services, personal and team development, and entrepreneurial growth. Through our programs, seminars, and nationwide campaigns, we aim to inspire and support Malaysians to become financially independent and socially responsible leaders. Our team consists of passionate professionals driven by values such as integrity, excellence, and compassion. Whether you seek financial protection, a fulfilling career path, or a platform to grow, Caliph Group is here to guide you.

Role Description

This is a full-time hybrid role for Business Executives Financial Advisors, located in Putrajaya with some work-from-home flexibility. The Business Executives Financial Advisors will be responsible for providing financial advice, conducting financial analyses, developing client relationships, and creating financial plans. Their day-to-day tasks will include client meetings, portfolio management, financial strategy development, and continuous monitoring of economic trends and financial markets.

Responsibilities

• Provide financial advice and develop financial plans for clients.
• Conduct financial analyses and monitor economic trends and financial markets.
• Develop and maintain client relationships.
• Engage in portfolio management activities and financial strategy development.

Qualifications

• Strong skills in financial analysis, portfolio management, and financial planning
• Ability to develop and maintain client relationships
• Proficiency in financial software and tools
• Excellent verbal and written communication skills
• Strong problem-solving and analytical abilities
• Proactive, self-driven, and capable of working independently and in a team
• Bachelor\'s Degree or Diploma in Finance, Economics, Business Administration, or a related field
• Previous experience in financial advisory or similar roles is a plus
• Certification in financial planning or investment management is an advantage
• Fresh Graduate