Job Description

Getting to know the client and setting clear expectations for how the planner and client will work together. Collecting detailed client information, including their financial goals and relevant data to support informed decision-making. Analysing and evaluating a client's financial status. Present financial planning recommendations along with suitable alternatives. Implementing and monitoring the financial planning recommendation.
Requirements:

i. Posses at least a Diploma or Degree in any field of study.

ii. Fluent in Bahasa and proficient in English.

iii. Strong communication, analytical and problem-solving skills.

iv. Able to work effectively in a fast-paced and high pressure environment.

v. Friendly and easy-going personality.

vi. Minimum 1-2 years of relevant experiences.

vii. Fresh graduate are encourage to apply.

Job Type: Full-time

Pay: RM2,000.00 - RM5,000.00 per month

Benefits:

Opportunities for promotion Professional development
Work Location: In person