Financial Consultant

MTI Golden Financial Advisory SDN BHD; Kuala Lumpur; On-site; MYR 30,000 - 50,000; Full time

Job summary

MTI Golden Financial Advisory SDN BHD in Kuala Lumpur is looking for a Financial Consultant to transform financial challenges into tailored solutions. You will conduct analyses and develop personalized financial plans, educate clients, and monitor portfolios.

The ideal candidate should be a fresh graduate with a strong interest in finance, possess excellent communication skills in English and Bahasa Malaysia, and have a good understanding of relevant products. Join us to build a rewarding career in financial advisory.

Qualifications

• Fresh graduates encouraged to apply with a strong interest in financial and sales advisory.
• Good understanding of banking, investment and insurance products.
• Knowledge in Financial Planning or Retail Banking operations.

Responsibilities

• Conduct thorough financial analysis and develop financial plans.
• Educate clients on financial concepts and options.
• Identify and mitigate potential financial risks.
• Maintain clear communication with clients about their financial status.

Skills

Financial analysis and planning

Understanding of banking and investment products

Communication skills in English and Bahasa Malaysia

Education

Bachelor's degree or equivalent

Job description

Join us as a Financial Consultant, where your expertise transforms financial challenges into tailored solutions for our clients.

About Us

At MTI Golden, we are a seasoned financial consultancy firm with a rich history spanning 15 years. MTI Golden Sdn Bhd stands as a beacon in the financial consultancy sector, known for our reliability, expertise, and client‑centric approach.

About The Role

Join us as a Financial Consultant, where your expertise transforms financial challenges into tailored solutions for our clients.

Key Responsibilities:

• 1. Financial Analysis & Planning:
  - Conduct thorough financial analysis.
  - Develop personalized financial plans based on client needs.
• 2. Client Education
  - Educate clients on financial concepts and investment options.
• 3. Risk Management:
  - Identify and mitigate potential financial risks.
• 4. Communication:
  - Maintain clear communication with clients about their financial status.
• 5. Portfolio Monitoring:
  - Maintain clear communication with clients about their financial status.

Qualifications:

• 1. Fresh Graduates with strong interest in financial and sales advisory are encourage to apply.
• 2. A good understanding of the banking, investment and insurance products, mortgage, secured and unsecured lending products.
• 3. Knowledge in Financial Planning/Wealth Management or Retail Banking/Branch Operation.
• 4. Enthusiastic to build a good career in sales.
• 5. Excellence oral and written communication skills in English and Bahasa Malaysia.