Financial Consultant

What You’ll Do Client Consultation: Connect with clients to understand their financial background, priorities, and long-term goals. Financial Analysis: Assess income, expenses, and current coverage to spot financial gaps and opportunities. Tailored Solutions: Develop and present custom financial, investment, takaful, and protection strategies. Ongoing Guidance: Assist clients in making informed money decisions and adjust plans as their life needs evolve. EPF & Retirement Planning: Help clients structure savings and private retirement schemes for long-term security. Business Development: Build long-term trust, expand your client network, and generate leads through modern outreach. Debt & Cash Flow Management: Guide clients on optimizing cash flow, managing commitments, and unlocking extra savings. Policy Reviews & Servicing: Conduct regular reviews to ensure client coverage and investments stay aligned with market shifts. Requirements Academic Qualification: Minimum SPM completion or above (Diploma / Degree holders welcomed). Skills: Strong communication and interpersonal skills with an ability to connect easily with people. Analytical Ability: Capable of assessing financial information and breaking down complex ideas into simple advice. Language Proficiency: Good command of Bahasa Malaysia and English (Mandarin or local dialects are a bonus). Location: Ability to work in a full-time hybrid setup based in Petaling Jaya. Growth Mindset: High integrity, self-motivated, and eager to learn through our free training programs.