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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