Financial Consultant

CAPCON SOLUTIONS SDN BHD; Selangor; On-site; MYR 60,000 - 80,000; Full time

Job summary

A leading financial services provider in Malaysia is looking for an experienced Financial Consultant. You'll work in Petaling Jaya to assist clients with their financial goals by providing tailored advice. Ideal candidates will have over 3 years of relevant experience and a strong understanding of financial products. The company offers competitive remuneration, career advancement, and a supportive team environment.

Benefits

Competitive remuneration package

Comprehensive training and development programs

Health and wellness benefits

Flexible working arrangements

Opportunities for career advancement

Qualifications

• Minimum 3 years of experience in a similar financial consultant or client-facing role.
• Proven track record of providing exceptional financial advice.
• Strong understanding of financial products, investments, insurance, and regulations.

Responsibilities

• Developing and maintaining strong relationships with clients.
• Analysing clients' financial situations and providing recommendations.
• Tracking client portfolios and providing regular updates.

Skills

Client relationship management

Financial analysis

Communication

Investment knowledge

Interpersonal skills

Education

Bachelor's degree in finance, economics, or a related field

Job description

Overview

Capcon Solutions Sdn Bhd is seeking an experienced Financial Consultant to join our dynamic team in Petaling Jaya, Selangor. This is a full-time position that offers the opportunity to build a rewarding career in the banking and financial services industry.

What you'll be doing

• Developing and maintaining strong relationships with clients to understand their financial goals and needs
• Analysing clients' financial situations and providing personalised recommendations for investment, insurance, and other financial products
• Educating clients on financial concepts, products, and services to empower them to make informed decisions
• Tracking client portfolios and providing regular updates and performance reviews
• Staying up-to-date with market trends, regulations, and industry developments to ensure the delivery of high-quality advice
• Collaborating with the broader team to identify and pursue new business opportunities
• Maintaining accurate records and adhering to company policies and procedures

What we're looking for

• Minimum 3 years of experience in a similar financial consultant or client-facing role
• Proven track record of providing exceptional financial advice and achieving client satisfaction
• Strong understanding of financial products, investments, insurance, and regulations in the banking and financial services industry
• Excellent communication and interpersonal skills to build rapport and trust with clients
• Ability to analyse complex financial information and present recommendations in a clear and concise manner
• Proactive, self-motivated, and committed to continuous professional development
• Bachelor's degree in finance, economics, or a related field

What we offer

• Competitive remuneration package with performance-based incentives
• Comprehensive training and development programs to enhance your skills and knowledge
• Opportunities for career advancement and professional growth
• Supportive and collaborative team environment
• Work-life balance initiatives, including flexible working arrangements
• Comprehensive health and wellness benefits

About us

Capcon Solutions Sdn Bhd is a leading financial services provider in Malaysia, offering a diverse range of products and solutions to individuals and businesses. With a strong focus on client-centric service and innovation, we are dedicated to helping our clients achieve their financial goals and aspirations. Join our team and be a part of our continued growth and success.

Apply now for this exciting opportunity to become a Financial Consultant at Capcon Solutions Sdn Bhd.

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