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Financial Planner

PJ VISION
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RM 2000 - RM 8998

Petaling Jaya

Full-Time

Job Description

  • Understand clients' current financial status and future financial needs. 
  • Present and sell suitable financial products and services. 
  • Build strong relationships to retain existing clients. 
  • Prepare the suitable for plan for client
  • Find and approach prospective clients.


Job Requirements

  • Candidate must possess at least diploma or equivalent qualification. Fresh graduated are encouraged to apply.  
  •  Preferably candidate with sales and marketing experience is required. 
  • Able to converse well in English, Chinese and BM. 
  • Excellent communication and team player. 
  • Strong client management and enjoy meeting with people. 
  • Literate in Microsoft Office – Word and Excel 
  • With attractive commission. 
  • Sales driven and able to meet given datelines. 
  • Has own transport. 
  • Working hours from 8.30am to 5.30pm
  • Training will be provided. EPF and SOCSO is included.
  • Attractive commission, bonus and yearly leaves


Additional Info

Experience Level

0 - 15 Years of Experience

Job Specialisation

Financial Services & Banking


Company Profile

PJ VISION -logo-image

PJ VISION


company-logo-image

Financial Planner

PJ VISION

RM 2000 - RM 8998

Petaling Jaya

Full-Time

This job is no longer available