Financial Sales Consultant

Qaizer Consultancy; Malacca City; On-site; MYR 150,000 - 200,000; Full time

Job summary

A financial consulting firm based in Malaysia is seeking a full-time Financial Consultant. The role involves providing comprehensive financial planning and managing client investments. Candidates should possess strong communication and analytical skills, and a relevant educational background. The position requires frequent travel. Competitive compensation and opportunities for career growth are offered.

Qualifications

• Strong aspiration to travel frequently for job responsibilities.
• Ability to develop and lead teams effectively.

Responsibilities

• Provide comprehensive financial planning.
• Manage investments and conduct retirement planning.
• Perform financial analysis and recommend products.

Skills

Excellent communication skills

Interpersonal skills

Analytical mindset

Problem-solving skills

Education

Diploma/Bachelor's degree in Finance, Accounting, or related field

Job description

Company Description

Qaizer Consultancy is dedicated to being a leader in the financial services industry with a vision of "Changing Life Forever." Our commitment ensures clients enjoy the highest standards of competency, service, and attention, while our consultants experience growth, empowerment, and an enhanced lifestyle. We support our business partners and clients through our accessible branches in Kuala Lumpur and Melaka.

Role Description

This is a full-time role for a Financial Consultant & will be responsible for providing comprehensive financial planning, managing investments, and conducting retirement planning. The consultant will perform financial analysis, recommend financial products and services, and maintain client relationships to ensure satisfaction and business retention.

What we\'re looking for

• Individual that is able to travel frequently for outstations (compulsory- please do not apply if you are not able to travel daily)
• Passionate on developing strong teams & becoming leaders
• Excellent communication and interpersonal skills, with the ability to build rapport and trust with clients
• Analytical mindset and problem-solving skills to identify customized solutions for clients
• Diploma/Bachelor\'s degree in Finance, Accounting, or any related field