Financial Consultant
MTI GOLDEN, Mid Valley, Kuala Lumpur
Join us as a Financial Consultant, where your expertise transforms financial challenges into tailored solutions for our clients.
About Us
At MTI Golden, we are a seasoned financial consultancy firm with a rich history spanning 15 years. MTI Golden Sdn Bhd stands as a beacon in the financial consultancy sector, known for our reliability, expertise, and client-centric approach.
About The Role
Join us as a Financial Consultant, where your expertise transforms financial challenges into tailored solutions for our clients.
Key Responsibilities:
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1. Financial Analysis & Planning:
- Conduct thorough financial analysis.
- Develop personalized financial plans based on client needs.
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2. Client Education
- Educate clients on financial concepts and investment options.
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3. Risk Management:
- Identify and mitigate potential financial risks.
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4. Communication:
- Maintain clear communication with clients about their financial status.
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5. Portfolio Monitoring:
- Maintain clear communication with clients about their financial status.
Qualifications:
- 1. Fresh Graduates with strong interest in financial and sales advisory are encourage to apply.
- 2. A good understanding of the banking, investment and insurance products, mortgage, secured and unsecured lending products.
- 3. Knowledge in Financial Planning/Wealth Management or Retail Banking/Branch Operation.
- 4. Enthusiastic to build a good career in sales.
- 5. Excellence oral and written communication skills in English and Bahasa Malaysia.