兼职 Part-Time Salesperson 工作, 薪水 up to MYR 6,000 + commission, The Blease Wealth Management WP Kuala Lumpur 公司招聘中 - Ricebowl

Bachelor’s degree in Finance, Business, Management, Economics, or related fields.

Preferably with experience in banking, insurance, or financial planning.

Strong interpersonal and communication skills; able to explain financial products clearly.

Good analytical skills and attention to detail in documentation and compliance.

Licensed/Certified Financial Planner (CFP) or Life Insurance qualification (a plus but not mandatory).

Passionate about helping clients achieve financial stability and protection.

Self-motivated, proactive, and capable of managing multiple client portfolios.

Engage SME and individual clients to assess financial goals and recommend appropriate business loans, insurance coverage, and estate planning solutions.

Prepare and process loan applications, documentation, and supporting materials according to bank and institutional criteria.

Provide professional advice on life, medical, business, and general insurance products to ensure adequate financial protection for clients.

Assist in developing and executing estate plans, including wills, trusts, and succession strategies, in collaboration with legal and financial partners.

Maintain up-to-date knowledge of bank loan products, insurance plans, and estate planning tools.

Coordinate with internal teams (finance, marketing, legal, audit) to ensure smooth client servicing and compliance.

Participate in business development activities, events, and campaigns to promote NY Capital’s services.

Support continuous improvement in financial advisory processes and contribute ideas for client growth and retention.

• Employee growth plan
• Career development training
• Personal development training
• Work-life balance career
• Investment opportunities
• Remote work flexibility