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Role Overview

Providing financial advice to clients on retirement planning
Investing in the future
Saving for education
Life insurance protection
Generate leads and meet with clients
Complete financial needs analysis
Present customized financial proposals
Work closely with Area Managers and Relationship Managers
Identify potential customers
Follow-up with potential customers after appointment
Review client insurance policies to identify insurance gaps
Assess clients’ financial portfolios and risk appetite
Assist to organize Banca event/day on a weekly basis

Requirements

Malaysian citizen
Minimum Diploma in Finance or another related field
Certified CFP holders are an added advantage
6-8 years of relevant experience in a financial institution
Strong verbal and written communication skills
Keeps abreast with the latest products, trends and benefits

Benefits

Digital-at-the-Core ethos
Comprehensive financial services
Opportunities for career growth
Industry recognition and accolades

Hong Leong Group

Open Positions (1)

Other

Bancassurance Advisor