
The Part-Time Financial Advisor is responsible for building and developing relationships with potential clients. This role involves identifying opportunities through networking, referrals, and outreach to offer suitable financial solutions.
As a Part-Time Financial Advisor, you will engage in daily activities that involve interacting with clients and understanding their financial needs. You will provide tailored advice to help clients achieve their financial goals in a dynamic and supportive environment. Key Responsibilities: - Build and maintain relationships with potential clients. - Identify opportunities through networking and referrals. - Offer appropriate financial solutions based on client needs. - Listen to clients' requirements and provide accurate advice. - Develop trust and rapport with clients. - Work independently to achieve results. - Continuously learn and grow in the financial field.
Background in finance or business.
Excellent communication skills.
Ability to build strong client relationships.
Results-oriented and capable of working independently.
Experience in sales or customer service is an advantage.
Possession of a financial advisor license is a plus.
Good time management skills.
Willingness to learn and develop in the finance sector.
Company
YCN Group
Location
Wp Kuala Lumpur
Salary
MYR 400 - 16000
Skills Required
7 skills
Click to submit your application
Financial Analysis
Client Relationship Management
Communication
Networking
Sales
Time Management
Problem Solving