Senior Financial Planning and Investment Manager
hace 5 días
**Job Overview:**
We are seeking a skilled Financial Planning and Investment Manager to join our team at J-Recruit Recruitment Agency. This role is an excellent opportunity for individuals who are passionate about sales, financial planning, and investment.
**Salary:** An attractive remuneration scheme, including sales incentives, bonuses, and an incentive trip, is available for the successful candidate. The estimated salary range for this position in Malaysia is RM 80,000 - RM 120,000 per annum.
**Job Description:** As a Financial Planning and Investment Manager, you will be responsible for achieving individual sales targets and contributing to the achievement of branch targets. Your primary focus will be on promoting banking products (Bancassurance) to clients through walk-in customers and the bank's database. You will conduct fact-finding and needs analysis for clients, ensuring prompt advice and solutions are offered. Delivering best sales practices and providing exceptional customer service are essential aspects of this role. You will also be required to track all sales activities diligently.
**Required Skills and Qualifications:*** Possess at least a Diploma, Bachelor's degree, Post Graduate Diploma, Professional Degree, or Master's degree in any field.
* Open to candidates from both banking and non-financial industry backgrounds.
* Fresh graduates are encouraged to apply if they have a strong interest in financial planning and investment, as well as a passion for sales.
* Proven track record in sales is essential. Good communication and interpersonal skills are also necessary for success in this role.
**Benefits:** Our company offers a dynamic work environment with opportunities for career progression and self-development. With flexible working hours and a competitive salary package, we strive to provide an excellent quality of life for our employees.
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