Wealth Planner 财富规划师
Kuala Lumpur, Malaysia
Job Description
- 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.
- 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.
- Necessary and beneficial training will be provided as an assistance
- Incentives 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.
Ricebowl
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 IdJD900249
-
IndustryNot mentioned
-
Total Positions1
-
Job Type:Full Time
-
Salary:Not mentioned
-
Employment StatusPermanent
-
Job LocationKuala Lumpur, Malaysia
-
EducationNot mentioned