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Financial Consultant
CAPCON SOLUTIONS SDN BHDPetaling Jaya, Selangor, Malaysia1 hari lalu
Penerangan pekerjaanMinimum 3 years of experience in a similar financial consultant or client-facing role Proven track record of providing exceptional financial advice and achieving client satisfaction Strong understanding of financial products, investments, insurance, and regulations in the banking and financial services industry Excellent communication and interpersonal skills to build rapport and trust with clients Ability to analyse complex financial information and present recommendations in a clear and concise manner Proactive, self-motivated, and committed to continuous professional development Bachelor's degree in finance, economics, or a related field Competitive remuneration package with performance-based incentives Comprehensive training and development programs to enhance your skills and knowledge Opportunities for career advancement and professional growth Supportive and collaborative team environment Work-life balance initiatives, including flexible working arrangements Comprehensive health and wellness benefits
About the role
Capcon Solutions Sdn Bhd is seeking an experienced Financial Consultant to join our dynamic team in Petaling Jaya, Selangor. As a Financial Consultant, you will play a crucial role in providing strategic financial advice and guidance to our valued clients. This is a full-time position that offers the opportunity to build a rewarding career in the banking and financial services industry.
What you'll be doing
- Developing and maintaining strong relationships with clients to understand their financial goals and needs
- Analysing clients' financial situations and providing personalised recommendations for investment, insurance, and other financial products
- Educating clients on financial concepts, products, and services to empower them to make informed decisions
- Tracking client portfolios and providing regular updates and performance reviews
- Staying up-to-date with market trends, regulations, and industry developments to ensure the delivery of high-quality advice
- Collaborating with the broader team to identify and pursue new business opportunities
- Maintaining accurate records and adhering to company policies and procedures
What we're looking for
What we offer
At Capcon Solutions, we are committed to providing our employees with a rewarding and fulfilling work environment. As a Financial Consultant, you will have access to :
About us
Capcon Solutions Sdn Bhd is a leading financial services provider in Malaysia, offering a diverse range of products and solutions to individuals and businesses. With a strong focus on client-centric service and innovation, we are dedicated to helping our clients achieve their financial goals and aspirations. Join our team and be a part of our continued growth and success.
Apply now for this exciting opportunity to become a Financial Consultant at Capcon Solutions Sdn Bhd.
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