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Financial Consultant

Job Overview

Position

Financial Consultant

Location

HQ – Mont’ Kiara, Kuala Lumpur
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Key Responsibilities

  • To profile clients’ needs and provide them with purposeful financial consulting services.
  • To acquire new clients through your own means or through our dynamic range of business development and sales activities.
  • Actively promote and cross-sell a wide range of wealth management products – such as Structured Investment, Life Insurance, Personal and Commercial Insurance, Unit Trusts and Alternative Investment etc.
  • Engage in business development activities, including client presentations, demos, proposal writing, and meetings

Requirements

  • Self-motivated, with a strong will to excel in a competitive environment.
  • Accreditation in RFP, CFP® or ChFC® is required.
  • Bumiputras are highly encouraged to apply.
  • Ability to effectively interact and communicate with a broad range of people.
  • Able to take initiative and work well in a team environment.
  • Pleasant personality and good learning attitude.

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Copyright © 2013-2022 FA Advisory Sdn Bhd Co. All Rights Reserved.

Copyright © 2013-2022 FA Advisory Sdn Bhd Co.
All Rights Reserved.

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SCAMMER ALERT:

There are unscrupulous parties misusing the Name & Logo of FA Advisory on social media to offer investment scheme promising high returns, with the intention to defraud.

We wish to clarify that, FA Advisory Sdn Bhd is a Licensed Financial Planning & Advisory Firm, and we DO NOT offer any guaranteed investment packages. We also DO NOT collect investment monies from clients directly. We only deal with licensed and legitimate investment products.