Wealth Planner

Kuala Lumpur, Malaysia

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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.

Responsibilities

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.

Benefits

Special mentions: Different branches available:- KL, Selangor, Johor Bahru, Muar, Melaka, Ipoh, Penang, Butterworth and Kedah.

Ricebowl

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