RETIREMENT SPECIALIST

DZ FINWISE CONSULTANCY; Kuala Lumpur; On-site; MYR 60,000 - 120,000; Full time

Job summary

DZ FINWISE CONSULTANCY in Malaysia is seeking a results-driven Sales and Business Development Manager to grow client relationships and expand the firm’s financial advisory services.

You will gather client objectives, design asset allocation strategies, and present tailored investment solutions while maintaining high standards of ethics and service quality. Excellent communication in English and Bahasa Malaysia is required.

Qualifications

• Possess at least SPM/Diploma/Degree in any field.
• Minimum 2 years of business development or sales experience.
• CFP/IFP/RFP/ShRFP certification (added advantage).
• Banking licence such as PCE/TBE/CEILI/IPPC/FIMM (preferred).
• Good communication skills in English and Bahasa Malaysia.

Responsibilities

• Gather financial objectives and data through consultative approach to develop individual client situation perspective
• Design centrally manufactured solution, asset allocation and investment program definition
• Implement financial solutions and foster positive client relationship
• Determine, support and suggest to clients on best suited services and act as client advocate
• Recommend to clients on investments and securities
• Prepare coherent, precise and consistent investment paperwork
• Develop current and new clients through ethical sales methods, client satisfaction and service quality

Skills

Client relations

Communication

Sales

Consultative selling

Education

SPM/Diploma/Degree in any field

Job description

Gather financial objectives and data through consultative approach to develop individual client situation perspective. Design centrally manufactured solution, asset allocation and investment program definition. Implement financial solutions and foster positive client relationship.

Key responsibilities

Gather financial objectives and data through consultative approach to develop individual client situation perspective

Design centrally manufactured solution, asset allocation and investment program definition

Implement financial solutions and foster positive client relationship

Determine, support and suggest to clients on best suited services and act as client advocate

Recommend to clients on investments and securities

Prepare coherent, precise and consistent investment paperwork

Develop current and new clients through ethical sales methods, client satisfaction and service quality

About you

Possess at least SPM/Diploma/Degree in any field

Minimum 2 years of business development or sales experience

CFP/IFP/RFP/ShRFP certification (added advantage)

Banking licence such as PCE/TBE/CEILI/IPPC/FIMM (preferred)

Good communication skills in English and Bahasa Malaysia

Unlock job insights

Hirer responsiveness Salary match Number of applicants

Your application will include the following questions:

Which of the following statements best describes your right to work in Malaysia? What's your expected monthly basic salary? Which of the following types of qualifications do you have? Do you have a FIMM License? How would you rate your Bahasa Malaysia language skills? How many years' experience do you have as a Sales and Business Development Manager? How many years of business development experience do you have?

To help fast track investigation, please include here any other relevant details that prompted you to report this job ad as fraudulent / misleading / discriminatory / salary below minimum wage.

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