Personal Finance Advisor & Client Growth Lead

gradmalaysia.com; Kuala Lumpur; On-site; MYR 100,000 - 150,000; Full time

Job summary

A leading financial services provider in Kuala Lumpur is seeking a Personal Financial Executive to deliver personalized financial advice and services. The role involves building strong client relationships and promoting Retail Banking products. Ideal candidates should have a degree or diploma and experience in financial services. Responsibilities include client consultations, financial planning, and participating in marketing campaigns. This role offers opportunities for personal and professional development in a dynamic environment.

Qualifications

• Bachelor’s degree or Diploma from a recognised IPTA/IPTS.
• Experience in financial services or banking preferred.
• Strong analytical and problem-solving abilities.

Responsibilities

• Provide personalised financial advice to clients.
• Meet with clients to discuss financial needs and goals.
• Develop customized financial plans.
• Manage and build customer relationships.

Skills

Analytical skills

Problem-solving skills

Communication skills

Interpersonal skills

Financial software proficiency

Teamwork

Education

Bachelor’s degree or Diploma from a recognised IPTA/IPTS

Job description

A leading financial services provider in Kuala Lumpur is seeking a Personal Financial Executive to deliver personalized financial advice and services. The role involves building strong client relationships and promoting Retail Banking products. Ideal candidates should have a degree or diploma and experience in financial services. Responsibilities include client consultations, financial planning, and participating in marketing campaigns. This role offers opportunities for personal and professional development in a dynamic environment.