Job Description

• Your role is to advise and consult the client from basic to comprehensive wealth management planning. Also ensure your client achieve financial stability and financial confidence.
• Fact finding on client financial needs.
• Identify client financial goals and priorities.
• Provide profitable solution and recommendation for client financial goals.
• Implementation and review on client financial portfolio. 
• Be our client’s trusted financial advisor in areas including Estate Planning, Investment, Risk Management,Mortgage Planning,Retirements Planning to achieved their whole life financial goals.

Job Requirements

• Between age 25-40 years old.
• Candidates must passes at least Diploma / Degree/ Master with minimum 2 years working experience .
• Good communication and interpersonal skills.
• Fresh graduates are welcomed to join.
• Proactive in taking initiatives and self-motivated, hungry for success.
• Possess a good attitude towards learning and improving.
• Sales experience will be an added advantage.
• Provide own transport and willing to travel.

Company Benefits

Additional Info