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Finance Client Advisor

FTA Wealth Management Sdn Bhd
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Undisclosed

Old Klang Road

Full-Time

Job Description

We are looking for a Financial Planner to help clients manage their finances. You will be our clients’ trusted advisor in areas including investments, savings and debt management. We are analysing people needs and risk, calculating the possible risk may happen and give solutions to avoid the possible risk happen.
 
90% achievable commission Income growth in 3 years  :-
  • 1st year monthly average income: RM2,000 - RM3,500
  • 2nd year accumulative income range : RM5,000 - RM7,500
  • 3rd year average income : RM8,000 - RM15,000 +  free franchising fees 

Responsibilities
* Analyze clients’ financial statuses (e.g. income, expenses and liabilities)
* Examine and suggest financial opportunities 
* Develop sound plans and budgets for clients
* Customize financial plans according to clients’ changing needs
* Help clients implement their plans and carry out transactions
* Present and sell suitable financial products and services
* Find and approach prospective clients
* Build strong relationships to retain existing clients
* Maintain updated knowledge of regulations, practices and financial products

Job Requirements

  • Minimum 1year sales experience. 
  • Those without Sales experience but with 2 years working experience are also encourage to apply. 
  • Preferably above Age 25 Male or Female 
  • This position is open to Malaysian only. 
  • Experience and working knowledge of Customer Relationship Management  systems
  • Demonstrable track record of over-achieving quota
  • Strong written and verbal communication skills
  • Willing to Unlearn and Relearn
  • Willing to push him/her to the limit to achieve his/her goal
  • Willing to promote and become Team player

Company Benefits

Education & Knowledge exposure

We able to share our Valueable Real Life Experience and unlimited knowledge to every partner. there is no secrete in FTA.

Opportunities

FTA is one of Malaysia's fastest growing financial planning advisory to discover a world of opportunities. If you want to become a Star, We want you!

Car Incentive

In FTA we are providing 7% discount on car purchasing. A faster and easy way to their life achievement.

FTA Franchising

At FTA, we have an effective system for our partners to achieve career advancements and receiving promotion to higher levels.

FTA Extra Incentive

We offer a huge range of attractive income schemes with commission. On top of that, We complement additional of 4% Personal sales Bonus each year

FTA Oversea Trip

At FTA Wealth, we reward our partners to travel overseas at least 4 times a year with 5 star accommodation.


Additional Info

Experience Level

1 - 7 Years of Experience

Job Specialisation

Business Development, General Sales, Key Account / Relationship Management


Company Profile

FTA Wealth Management Sdn Bhd-logo-image

FTA Wealth Management Sdn Bhd


company-logo-image

Finance Client Advisor

FTA Wealth Management Sdn Bhd

Undisclosed

Old Klang Road

Full-Time

This job is no longer available