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Wealth Management Advisor Full-time Job

10 months ago Financial Services Kota Kinabalu 195 views
Job Details

Responsibilities

  • Talking to clients to determine their expenses, income, insurance coverage, financial objectives, tax status, risk tolerance, or other information needed to develop a financial plan.
  • Advising strategies for clients in insurance coverage, investment planning, cash management and other areas to help them reach financial objectives.
  • Implementing financial plans or referring clients to professionals who can help them.
  • Managing and updating client portfolios.

Requirements

Age:

  • 22 - 45 years old.

Academic Background:

  • Diploma with min. 5 years working experiences , OR
  • Degree with min. 1 year working experience.

(Diploma or Bachelor's Degree holder in Business/Finance/Marketing would be advantage. Other discipline are also welcomed, but subject to consideration.)

Good in time-management, self discipline, highly motivated and ambitious.

Excellent communication skills and well conversed in English and Malay.

Full time and daily clock in - clock out.

Benefits

  • Weekly coaching will be provided (Professional team from various background).
  • Basic Salary/ Income: Rm 3500 – Rm 9000.
  • Convention to various countries.
  • Office and technical support will be provided.
Company Description
We want to genuinely engage in your life, providing the right financial solutions for you and your family in a constantly changing world.
We know that real life never stops changing, and that peopl