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Sanlam

Financial Advisor

Sanlam

Posted

3 weeks ago

Butterworth, Penang, Malaysia

Remote

MYR 4K

Mid Level

Full Time

Match

Skills

Experience

Industry

Sema

Sema Summary

Sanlam is seeking a Financial Advisor for its Butterworth branch. The role involves advising clients on financial products and solutions, understanding client needs, and providing excellent customer service. Candidates should be comfortable with a hybrid work environment, demonstrating a balance of in-office and remote work. This is a full-time position and offers opportunities for growth within the organization.

About Company

Sanlam is a leading financial services group in South Africa that offers a diverse range of financial products to customers.

Core Requirements

  • Bachelor's degree in finance or related field
  • Proven experience in financial services
  • Excellent communication skills
  • Strong client service orientation
  • Ability to work independently

Responsibilities

  • Advise clients on financial planning
  • Develop customized financial plans
  • Manage client relationships and portfolios
  • Conduct market research and analysis
  • Stay updated on financial regulations
  • Participate in training and development programs
  • Achieve sales targets and contribute to team goals

Must Have skills

Financial analysisClient managementSales skillsCommunicationProblem-solving

Nice To Have Skills

Relationship buildingTime managementPresentation skillsNegotiationNetworking

Job Keywords

financial advisorclient relationsfinance servicessalescustomer service

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