Job Description

• Your duties shall include such other functions and duties as may be assigned to you from time to time by the company.
• Responsible for submitting daily reports and assisting immediate superior on daily task.
• Prepare financial planning product or service reports by collecting and analyzing customer & company financial information. 
• Learn the ability of financial analysis of client and company. 
• Learn the ability to explain all the financial analysis information to customer.
• Learn Malaysia financial system by involving OCBC bank and other company product.
• Learn on the financial planning role like risk management, insurance planning, retirement planning and investment planning. 
• At all times during your employment by the company you are to act and conduct yourself in such a manner as to serve in the best interest of or which will not be prejudicial or detrimental to the name and or interest of the company.

Job Requirements

1. Candidate must possess or currently pursuing a Diploma or Bachelor's Degree in Marketing, Finance/Accountancy/Banking or equivalent.
2. Required language(s): Mandarin, English, Bahasa Malaysia

Company Benefits

Additional Info