Customer Consultant

  • HYM Alliance Sdn Bhd
  • Equatorial Plaza, Jalan Sultan Ismail, Kuala Lumpur, Federal Territory of Kuala Lumpur, Malaysia
  • 07 Aug, 2020
Full time Consultant Customer Service Finance

Job Description

Customer Consultant
Job Responsibilities:
- Helps clients accomplish financial objectives by assessing financial situation; developing and presenting financial strategies and plans; monitoring changes in financial status and life circumstances.

- Markets services by asking for referrals from current clients; meeting prospects at community functions; responding to inquiries.

- Assesses clients' financial situation by gathering information regarding investments.

- Develops financial strategies by guiding client to establish financial goals; matching goals to situation with appropriate financial plans.

- Obtains clients' commitment by explaining proposed investment plans and options; explaining advantages and risks; providing explanations; alleviating concerns; answering questions.

- Provides investment management information by preparing investment status analyses and reports.

Updates job knowledge by tracking investment markets, general economic conditions, and new investment products.

Job Requirements

Requirement :

- Any Diploma fiel and above *retirement most welcome*

- Friendly

- Can work in Team

- Punctual

- Good Communication ( BM/BI) 

- Malaysia Citizent Only

Additional Information

Company Provided :
- Education & Training
- No Experience Needed
- Salary RM2000 - RM2800
- Malaysia Citizen

Benefits :
- Company Trip
- Commission & Incentive
- Performance Award


Please call or whatapp for information :
Miss Sue

Skill Level

Fresh/Entry Level

Salary Range

RM2000 - RM4000