Educator Financial Advisor / Consultant We are seeking dynamic and driven professionals to join our team as Educator Financial . This role offers an exciting opportunity to work alongside experienced industry experts and grow your career in the financial sector. Job Responsibilities : -Educate Clients on Financial Literacy – Conduct workshops, seminars, and one-on-one sessions to help individuals understand financial planning, budgeting, and risk management. -Assess Financial Needs – Analyze clients’ financial goals, concerns, and current situations to provide tailored financial solutions. -Offer Professional Financial Advice – Introduce and explain banking facilities such as Personal Loans, Mortgage Loans and SME loans. -Develop Strong Client Relationships – Maintain regular follow-ups with clients to provide continuous financial guidance and after-sales service. -Collaborate with Teams – Work closely with financial consultants and other professionals to enhance client services and maximize efficiency. -Provide Operational Support – Ensure smooth execution of financial plans and assist clients with application processes for financial products. -Encourage Financial Awareness – Advocate for responsible financial management through educational content, online resources, and community outreach. -Achieve Sales and Advisory Targets – Work towards set performance metrics while prioritizing ethical financial education and client satisfaction. [Apply now at https : / / my.hiredly.com / jobs / jobs-malaysia-citi-advisory-team-job-educator-financial-advisor-consultant]
Requirements : -Chinese or Malay Only. -20 - 30 years old. -Finance, banking, sales, or education experience is a plus. Fresh graduates or candidates with no prior experience are encouraged to apply; training will be provided. -Proficiency in English, Malay, and Mandarin, with a pleasant personality. -Comfortable engaging with customers through chat and phone. -Results-driven, energetic, customer-focused, and self-motivated. -Passionate, ambitious, innovative, willing to learn, and adaptable to change.
Financial Consultant • Kuala Lumpur, MY