Wealth Planner

Pulau Pinang - Kedah, Malaysia

Job Description


  • Candidate fluent in English and Mandarin preferred as role requires to deal with English and Mandarin speaking clients.
  • Willing to work under group training system.
  • Candidate must have own transport.
  • Malaysian only.
Responsibilities
  • Learn about different financial product knowledge.
  • Fact find and assess clients\' financial position.
  • Advise clients on wealth management solutions focusing on wealth protection, accumulation and distribution.
  • Design and implement personalised wealth management solutions based on clients\' financial needs and goals.
  • Manage and build long term client relationships.
Benefits
  • Be your own Boss - Decide Your Earnings
  • Work Life Balance - Manageable working hours and location
  • Career Development. - Path to managerial position & recognition.
  • Basic monthly salary from RM1,500 to RM9,000
  • Additional commission , bonus and cash incentives (On top of basic salary)
  • Flexible working hour and locations
  • Training and one to one coaching session are provided.
  • 5-Star Oversea Incentive Travel
  • Team Building

Ricebowl

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Job Detail

  • Job Id
    JD965608
  • Industry
    Not mentioned
  • Total Positions
    1
  • Job Type:
    Full Time
  • Salary:
    1500 - 9000 per month
  • Employment Status
    Permanent
  • Job Location
    Pulau Pinang - Kedah, Malaysia
  • Education
    Not mentioned