Finance Consultant (Hybrid Working/WFH/Kota Kinabalu)
KuchingJobs
Date: 2 weeks ago
City: Kota Kinabalu
Contract type: Full time
Remote
Number of openings: 10 pax
Hybrid work arrangement: Candidates are allowed to work from office or from home.
Working Days & Hours:
- Working Hours: Flexible hours
- Work Days: Monday to Friday only
Job Requirements:
- A minimum of a Bachelor's degree (preferred) or equivalent professional experience.
- Proven experience in sales, finance, or a related field (or a strong desire to build a career in finance).
- Relevant financial certifications or licenses are an advantage.
- Exceptional communication, presentation, and interpersonal skills.
- High level of professionalism and integrity.
- Self-motivated, goal-oriented, and able to work independently to achieve targets.
Job Scopes:
- Comprehensive Client Needs Analysis: Conduct detailed consultations to understand clients' financial goals, current assets, and risk tolerance across their lifecycle.
- Risk Management & Protection: Recommend, promote, and implement insurance solutions (Life, Health, Critical Illness) to protect clients' income and wealth.
- Wealth Accumulation Strategy: Advise clients on disciplined savings and investment plans to build capital and achieve long-term financial objectives.
- Generational Wealth Planning: Introduce and structure estate planning concepts (e.g., wills, trusts) to ensure efficient and desired wealth transfer.
- Relationship Management & Review: Proactively manage a client portfolio, ensuring continuous support, plan reviews, and seeking client referrals.
Benefits & Remunerations:
- Start- up allowance from AIA for 18 months: RM 3,500 to RM 15,000
- Yearly efforts are rewarded up to 6 years in commission payout
- Performance-based bonus & incentives
- Training & supervision
- Personal development
- Complete digital ecosystem
- Opportunity for oversea trips
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