Wealth Consultant
Petaling Jaya, Selangor, Malaysia
Job Description
- Answering client questions about financial plans and strategies and giving financial advice
- Advising strategies for clients in insurance coverage, investment planning, cash management, and other areas to help them reach financial objectives
- Reviewing client accounts and plans on a regularbasis to understand if life or economic changes,situational concerns, or financial performancenecessitate changes in their plan
- Analysing financial data received from clients to develop strategies for meeting clients\' financial goals
- Preparing or interpreting financial document summaries, investment performance reports, and income projections for clients
- Commission based
- Monthly Bonus on top of the business commission up to RM10,000
- Oversea travel incentives
- Professional training & guidance provided
- Flexible working hours
- Online networking business opportunity
- Potentially to become a new generation leader of the industry
- Get yourself involved in one of the fastest-growing business industries in Malaysia !
Ricebowl
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Job Detail
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Job IdJD1035729
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IndustryNot mentioned
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Total Positions1
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Job Type:Full Time
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Salary:Not mentioned
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Employment StatusPermanent
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Job LocationPetaling Jaya, Selangor, Malaysia
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EducationNot mentioned