Financial Services Representative

Remote Full Time

Job Description

Apply your knowledge of finance to real-world financial modelling, analysis, and reporting with our experienced finance team. Our growth-oriented company is dedicated to providing you with valuable learning opportunities as you share your ideas and creativity with the team.

·      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

·       Preferably students in any of the following areas: Business Management, Finance & Marketing, Business Administration, Marketing Management, Entrepreneurship, Banking & Finance, Actuarial Science and related major.
·       Aggressive, proactive, outspoken, self-discipline and willing to explore new opportunity
·       Strong verbal and written communication skills in Mandarin and English

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