Requirements

Bachelor’s Degree in Finance, Economics, Business, or a related field.
Prior experience in relationship management within the banking or financial services industry is highly preferred.
High-performing individuals in Sales role of other businesses and industries but willing to study to pass exam are welcome to apply.
Strong communication and interpersonal skills.
Self-driven, results-oriented, and able to work independently.
Proficiency in Mandarin is an added advantage (to liaise with Mandarin-speaking clients).
Open to Malaysian citizens only.
Candidates, including fresh graduates with strong self-drive and a proactive mindset, are encouraged to apply.

Responsibility

Develop and maintain strong relationships with clients by understanding their financial goals, needs, and risk appetite.
Conduct comprehensive financial analysis to design and present customized financial plans.
Offer sound investment advice and recommend appropriate financial products aligned with clients’ objectives.
Stay up to date with market trends, financial instruments, and regulatory developments.
Ensure full compliance with relevant financial regulations, internal policies, and ethical standards.

Benefits

Comprehensive training and development programs
Competitive salary and benefits package
High potential for Singapore PR Conversion: Successful and committed individuals may be considered for sponsorship for Singapore Permanent Residency (PR) after two years of employment, subject to individual performance and eligibility criteria set by the Singaporean authorities.

Additional Benefits: Training Provided, Performance Bonus, Allowance Provided, Annual Bonus

Lifessentials Sdn. Bhd.