Financial Adviser

Sum Coastal Consultant; Selangor; On-site; MYR 30,000 - 50,000; Part time

Job summary

A leading company in financial consulting is seeking a Personal Financial Advisor to assist clients in navigating banking products and financial planning. The role offers valuable experience with top banks, a basic salary, and performance-based commissions. Ideal candidates are detail-oriented, trustworthy, and possess excellent communication skills in English, Malay, and Mandarin.

Benefits

Performance-based commissions

Professional training and support

Incentives and bonuses for reaching targets

Career development opportunities

Qualifications

• At least 1 year of working and sales experience.
• Strong knowledge of bank products (loans, credit, accounts).

Responsibilities

• Meet with clients to understand their financial needs.
• Recommend suitable banking products and explain financial options.
• Maintain strong client relationships and provide ongoing support.

Skills

Communication

Customer Service

Financial Planning

Decision Making

Product Knowledge

Job description

Job Benefits

• You’ll gain valuable experience with top banks, earn performance-based commissions, and grow your career through professional training and support.

Job Requirements – Financial Consultant

• 21 years old and above.
• At least 1 year of working and sales experience.
• Strong knowledge of bank products (loans, credit, accounts).
• Good understanding of financial planning and regulations.
• Excellent communication and customer service skills (English, Malay & Mandarin).
• Able to analyze client needs and offer suitable solutions.
• Trustworthy, detail-oriented, and well-organized.
• Meet with clients to understand their financial needs.
• Recommend suitable banking products (loans, credit cards, accounts).
• Explain financial options and help clients make decisions.
• Assist with completing applications and required paperwork.
• Ensure all processes follow bank policies and regulations.
• Maintain strong client relationships and provide ongoing support.
• Report daily activities and client feedback to the agency or bank.
• Meet sales or service targets as required.

Compensation and Opportunities

• Basic monthly salary (fixed income).
• Attractive commissions based on sales performance (e.g., loans, credit cards, accounts).
• Incentives and bonuses for reaching targets.
• Training and career development opportunities.
• Work experience with leading banks.

Additional Information

Product Knowledge, Effective Communication, Decision Making, Financial Risk Management

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[Part Time With Potential Full Time Salary] Personal Financial Advisor