Financial Advisor.
JWLife
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Undisclosed
Kuala Lumpur
Internship
Job Description
- Answering client questions about financial plans and strategies and giving financial advice.
- Advising strategies for clients in insurance coverage, investment planning, cash management and other areas to help them reach financial objectives.
- Reviewing client accounts and plans on a regular basis
- Preparing or interpreting financial document summaries, investment performance reports and income projections for clients.
- Managing and updating client portfolios.
- Contacting clients regularly to discover changes in their financial status.
- Building and maintaining your client base.
Job Requirements
- Candidates must possess or currently pursuing a Diploma or Bachelor Degree In Business.
- Studies Administration/Management, Economics, Financing/Banking, Commerce and equivalent.
- Required skills(s) : MS Office, PowerPoint, Excel.
- Required to speak Mandarin, Bahasa and English
- Applicants must willing work at Kuchai lama.
- Proficient in Word, Excel, Outlook, and PowerPoint.
- Comfortable using a computer for various tasks.
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
#NoExperienceNeeded
Job Specialisation
Audit & Taxation, Corporate Finance / Investment, General / Cost Accounting
Company Profile
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.
