Business Development Consultant
Job Summary
As a Business Development Consultant at Finspiration Advisory, you will build strong relationships and deliver customized financial strategies including wealth protection, business continuity, and succession planning. Your role involves identifying client risks, managing client portfolios, and driving business development through networking and digital marketing. You will also monitor market trends to provide proactive, data-driven financial solutions for professionals, business owners, and affluent clients.
Responsibilities
- Identify client risks and recommend wealth protection, business continuity, and succession planning solutions
- Build and manage client portfolios to deliver ongoing advisory support
- Generate new business opportunities through networking, referrals, and digital marketing
- Monitor market trends and conduct regular portfolio reviews and strategic check-ins
Required Skills
- Malaysian citizen with a Diploma or Degree in any discipline
- Effective communication in English and Mandarin
- Strong communication and interpersonal skills
- Positive attitude, highly self-motivated, and eager to learn
Job Details
Client Advisory & Portfolio Management:
- Identify financial and business risks faced by clients, allowing you to recommend highly suitable solutions in wealth protection, business continuity, and succession planning.
- Build and manage your own client portfolio, so that we can together deliver ongoing, high-quality advisory support to those who need it.
Business Development & Networking:
- Generate new business opportunities through networking, referrals, and digital marketing, to help us continuously expand our reach and impact.
- Build and grow lasting relationships with professionals, business owners, and affluent clients, allowing you to establish trust and lifelong partnerships.
Market Strategy & Continuous Review:
- Monitor trends and investment landscapes, allowing you to provide proactive, data-driven financial strategies that adapt to your clients' evolving needs.
- Conduct regular portfolio reviews and strategic check-ins, ensuring your clients' financial plans remain perfectly aligned with their life milestones and shifting long-term goals.
Requirements:
Qualifications & Experience:
- Malaysian citizen
- Diploma or Degree in any discipline
- Fresh graduates and career switchers are warmly encouraged to apply
Hard Skills & Knowledge:
- Able to communicate effectively in English and Mandarin
- Mandarin proficiency is a strong advantage to support communication with Mandarin-speaking clients and stakeholders
Soft Skills & Qualities:
- Strong communication and interpersonal skills
- Positive attitude, highly self-motivated, and eager to learn