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Financial And Client Consultant

Keywords / Skills : Financial Client Consultant, Financial Consultant, Financial Advisor, Relationship Officer

2 - 8 years
Posted: 2019-06-14

Job Description
Key Responsibilities

  • Develop new business opportunities and activities in targeted markets
  • Achieve given sales targets as well as prepare and present proposals, reports and sales forecasts in a timely manner
  • Support existing clients and business partners’ activities
  • Compile market information relating to new products and to assist in the development of new products to meet and anticipate the needs and demands of clients
  • Building and maintaining relationships with clients and partners by conducting constant review with clients or partners
  • Provide excellent support to marketing and sales team
  • Provide high level of customer service standard
  • Provide market research & related information required to assist the team in developing new products
  • Ensure compliance with all internal and external rules and regulations
  • Degree in Accounting, Finance, Marketing, Business Studies or any related disciplines are encouraged to apply. Those with other qualifications may also be considered
  • Minimum 2 years working experience in related fields for Executive position and 5 years working experience for Managerial position
  •  Preferably candidate who has passed SC licensing examination: Modules 9 and Module 10 & FIMM Computerised Unit Trust Examination (CUTE)
  • Sales-driven, results-oriented, self-motivated, dynamic and aggressive individual with proven track records
  • Proven customer experience
  • Able to multitask, prioritize and manage time effectively

About Company



Opus Asset Management Sdn Bhd (OpusAM) is a fund management company licensed by the Securities Commission Malaysia under the Capital Markets and Services Act 2007 to conduct fund management services and dealing in securities restricted to unit trust. OpusAM specialises in fixed income investments with assets under management of over RM5.7 billion, as at 31 December 2018.
OpusAM's clientele includes insurance companies, state governments, statutory bodies, government-linked companies, corporations, foundations, cooperatives, intermediaries, universities, hospitals, private individuals, family trusts, etc

In line with the growth and the exciting future that the fixed income market has as an investible asset class, OpusAM is seeking suitably qualified and committed candidates who are looking for a long term career in the asset management business and are willing to be challenged by a fast moving job environment.

OpusAM has a very collegiate approach towards the workplace allowing for responsibilities to be given earlier and efforts to be suitably remunerated.

Registration No. 414625-T
Telephone No. 03-2288 8882

Banking & Finance
Company Size
1 - 50 employees
Working Hours
Regular hours, Mondays-Fridays
Dress Code
Corporate attire
Spoken Language
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