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Financial Sales Representative

Financial Sales Representative
Company:

The Blease Wealth Management


Details of the offer

**Requirements**:- Preferably students in any of the following areas: Business Management, Finance &- Aggressive, proactive, outspoken, self-discipline and willing to explore new opportunity- Strong verbal and written communication skills in Mandarin and English**Responsibilities**:- Understanding customer's financial needs and concerns by Financial Need Analysis (FNA)- Assist client with providing the most suitable financial solution- Assist client with providing comprehensive legacy planning with will writing and set up trust fund- To proactively manage and build long term customer relationship- Ensure adherence to the relevant policies, regulatory risk and compliance matters- Keep improving on personal development with pursue Registered Financial Planner (RFP) from Malaysian Financial Planning Council (MFPC)- Assist in exploring potential business opportunities- Assist in marketing campaign, advertising and promotional events**Benefits**:- Employee growth plan- Career development training- Personal development training- Work-life balance career- Investment opportunities- Remote work flexibility, etc.- Allowance providedAdditional Benefits- Training Provided- Company Trip- Allowance Provided- High Basic Salary- Commission Payment


Source: Whatjobs_Ppc

Job Function:

Requirements

Financial Sales Representative
Company:

The Blease Wealth Management


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