Wealth Planner

Cheras, Kuala Lumpur, Malaysia

Job Description


Mohon

Kelayakan

  • Holding a Diploma/Bachelor\'s in any discipline
  • Strong in interpersonal and communication skills
  • Proactive, Independent, Discipline, Desire to learn more, Optimistic, Hungry for success, Never give up, Responsible, Strong team spirit, Positive-thinking
  • Good knowledge and experience in the usage of social media in advertising (social media savvy will be an advantage)
  • Language proficiency in English or Mandarin ( Mandarin preferable)
  • Minimum Education : Diploma/Bachelor\'s in any discipline
  • Work location. : KL, Selangor, Johor Bahru, Muar, Melaka, Ipoh, Penang, Butterworth and Kedah.
Tanggungjawab
  • Specialize in Risk Management & Estate Planning
  • Specialize in providing important of financial planning services to potential clients.
  • Discover clients\' needs and review their financial portfolios.
  • Offer specialized financial guidance and advice through appropriate financial products and services.
  • Create and explain customized plans.
  • Develop and reach out to potential prospective clients and build a strong customer base.
  • Communicate and follow up with clients on plans, track successes and inform them about any modifications.
Manfaat
  • Necessary and beneficial training will be provided as an assistance
  • ncentives such as allowance, commission, and vacation will be provided as well
  • Salary can be negotiated during the interview
  • Special mentions: Different branches available:- KL, Selangor, Johor Bahru, Muar, Melaka, Ipoh, Penang, Butterworth and Kedah.
Soal Jawab Jawatan

Tanya soalan dan majikan akan menjawab tentang jawatan ini

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Job Detail

  • Job Id
    JD880480
  • Industry
    Not mentioned
  • Total Positions
    1
  • Job Type:
    Full Time
  • Salary:
    Not mentioned
  • Employment Status
    Permanent
  • Job Location
    Cheras, Kuala Lumpur, Malaysia
  • Education
    Not mentioned