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FINANCIAL ADVISOR

JWLife
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RM 2500 - RM 5000

Kuala Lumpur

Full-Time

Job Description

  • Analyze clients’ financial statuses (e.g. income, expenses and liabilities) Examine and suggest financial opportunities (e.g. insurance plans,   investments)
  • Develop sound plans and budgets for clients
  • Customize financial plans according to clients’ changing needs
  • Help clients implement their plans and carry out transactions
  • Present and sell suitable financial products and services
  • Find and approach prospective clients
  • Build strong relationships to retain existing clients
  • Maintain updated knowledge of regulations, practices and financial products

Job Requirements

  • Candidate must possess at least Diploma/Advanced/Higher/Graduate Diploma any field
  • Required language(s) : Mandarin/English
  • At least 1 Year(s) of working experience in the related field or freshgraduate
  • Preferably Junior Executive specialized in Banking/Financial Services or equivalent.
  • Candidate will act as a Financial Planning/Wealth Management for this job position.
  • Application must willing work at Kuchai Lama, Kuala Lumpur.


Company Benefits

Reward And Regnition.

Fast learning curve, work hard and get rewarded for monthly, quartely and yearly.

Free training Provided

We offer training for you to develop and skills obtained during their training.

High Income Potential

Enjoy your attractive salary, bonus based on your performance and worthwhile comissions.

Travel Allowance

Lets travel around with us!

Flexible working hours

Smart employers know that offering flexible schedules benefits them, too.


Additional Info

Experience Level

0 - 3 Years of Experience

Job Specialisation

Accounting / Finance


Company Profile

JWLife-logo-image

JWLife

  • The JWLife Group has been in operation for 5 years and JWLife has been awarded Great Eastern Life nationwide TOP 2 for Great LEO Builder Awards DG in year 2017/2018. We have enough experience to give advice and provide Professional Solution Needs for our clients according to their needs. JWLife Group is a Business Partner with Great Eastern Life and OCBC Bank that is committed towards the people or rather to define it as a “PEOPLE” business. 

  • Our priority is to meet our Customers Needs on a continuous basis with regards  to Financial Planning

  • Working alongside Estate Planner, Investment, Consultant, Tax Specialists, Our planner can offer advice that incorporates offshore and International opportunities, JWLife is definitely your most reliable and trusted life partner.' we also commit to assit and encourage every individual in our agency to attain a better life. 

  • JWLife assisting our client and their families in achieving their needs.we utilize our professional experience in attending to their needs.our sincerest gratitude to our clients for their relentless support and trust. We provide an energized environment and unlimited space for grow. 

company-logo-image

FINANCIAL ADVISOR

JWLife

RM 2500 - RM 5000

Kuala Lumpur

Full-Time

This job is no longer available