FA Advisory logo

Financial Consultant

Job Overview

Position

Financial Consultant

Location

HQ – Mont’ Kiara, Kuala Lumpur

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.

Apply Now

Name*
Email*
Contact Number*
Position*
Drop Your CV/Resume
Maximum file size: 3 MB
Enquiry

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.