Licensed Financial Advisor/ Planner
Kuala Lumpur, Malaysia
Job Description
b'
1. License maintenance
Part-time hours: 40 per week Salary: From RM5,000.00 per month Benefits:
- Responsible for ensuring the fulfillment of every license requirement as per stated by the regulator/issuer.
- Participate in event or training to keep abreast of industrial trends or practice and maintain license requirement (event that provide CPE or CPD points).
- Projecting and reviewing overall and product/service based gross and nett income targets and critical success factors on yearly basis
- Attending and reviewing performance and alignment on details of critical success activities with the Sales Department.
- Identify development activities or assistance required (technical or non-technical) other than schedule developments to successfully achieve performance and growth targets.
- Set up booth in financial related event/ expo or in third party office etc.
- Consistent social media activities, post and share content, comment on related content from others, etc.
- Appear in financial related talk event, live shows, etc.
- Performing financial advisor roles and increasing sales revenue for financial planning and advisory services focusing on comprehensive financial planning, modular financial planning.
- Fulfilling compulsory sales meetings from the Discovery sessions and Introduction of Services to potential clients followed by the Fact Finding, Present Solutions, Implementation to the Review meeting and ensuring all meeting\xe2\x80\x99s objectives are met.
- Attending any subsequent meeting that is required to address client\xe2\x80\x99s inquiries, to complete pending sales requirement or to assist client in financial plan implementation whenever necessary.
- Facilitate special engagement offered by the firms to clients within the campaign period set by Sales Department.
- In coordination with the sales department, business operation support and shared services to ensure every engagement under any campaign is recorded and remunerated accordingly.
- Ensures conducted activities is in compliance with the license regulations and company policies.
- Maintaining updated knowledge of regulations and standard practices.
- Attending all compulsory learning and development in WVASB either for competency, performance and licensing purposes - technical, non-technical, and coaching/ mentoring) development programs.
- Constantly doing research and update industry knowledge and learn about new products and services by attending product and services update by firm or engaged provider.
- Involve in company or business branding and marketing activities and events.
- Build/ strengthen relationships and contribute knowledge and expertise in company stakeholders\xe2\x80\x99 engagement events.
- Involve and presenting oneself as ambassador of the Company in recruitment drives ie. external talks \xe2\x80\x93 financial and non-financial institutions, universities, career fairs, non-profits organizations, and etc.
- Contribute ideas for the growth of WVA business operations and strategies during WVA strategic and annual planning and conventions/ symposiums.
- Promote WVA culture and actively participating in the company engagement activities ie. sports day, annual dinner, annual trip, etc.
Part-time hours: 40 per week Salary: From RM5,000.00 per month Benefits:
- Flexible schedule
- Professional development
- Flexible hours
- Commission pay
- Kuala Lumpur: Reliably commute or planning to relocate before starting work (Required)
- How many years you are in Financial Planning industries ?
- Bachelor\'s (Preferred)
- CFP/IFP/RFP (Preferred)
- 25% (Preferred)
Beware of fraud agents! do not pay money to get a job
MNCJobz.com will not be responsible for any payment made to a third-party. All Terms of Use are applicable.
Related Jobs
Job Detail
-
Job IdJD915966
-
IndustryNot mentioned
-
Total Positions1
-
Job Type:Full Time
-
Salary:Not mentioned
-
Employment StatusPermanent
-
Job LocationKuala Lumpur, Malaysia
-
EducationNot mentioned