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FINANCIAL PLANNER

UPG ZOIS WEALTH ADVISORY
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RM 3000 - RM 9000

KLANG

Full-Time

Job Description

  • Your role is to advise and consult the client from basic to comprehensive wealth management planning.
  • Provide profitable solution and recommendation for client financial goals.
  • 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.
  • We would like to invite the qualified candidates to apply for the position under the AIA ELITE PROGRAM – (Fast Track Elite Manager Program – promotion to Unit Manager in less than 24 months) 
    A. ELITE PRO PROGRAM
        (Monthly allowance – ranging from RM 4000 to RM 9000)
    B. ELITE PROGRAM 
        (Monthly allowance – ranging from RM 2000 to RM 3000)
  • Other benefits:
    • Dual Career path (Specialist or Team Builder) to facilitate your professional growth aspirations.
    • Attractive compensation to reward your efforts and to attain your desired lifestyle.
    • Sales Support Systems to achieve professional development and recognition.
    • Paid holiday incentive trips for TOP achievers.
    • One Million CASH CHALLENGE BONUS

Job Requirements

  • Age 25 to 40 years old
  • Candidate must possess at least Diploma/Advanced/Higher/Graduate Diploma, Bachelor's Degree/Post Graduate Diploma/Professional Degree in any field of study.
  • At least 2 Year(s) of working experience in the related field is required for this position.
  • Fresh graduates are welcomed to join
  • Entrepreneurship mindset and aspire to be a Leader



Company Benefits

TIME FLEXIBILITY

Can work anywhere and no fixed working hour.

CAREER DEVELOPMENT

A well-design structure to build entrepreneurship and professional training system

INCOME & BONUS

Monthly uncapped bonus and commission. Travel around the world with incentive trip provided by company.


Additional Info

Experience Level

0 - 3 Years of Experience

Job Specialisation

Key Account / Relationship Management, Retail Sales, Telesales / Telemarketing


Company Profile

UPG ZOIS WEALTH ADVISORY -logo-image

UPG ZOIS WEALTH ADVISORY

UPG’s Group was established in year 2002. We were founded in an entrepreneurial spirit, and that attitude remains a vital part of our culture. Our team is driven by integrity with a singular focus on doing what is right for our clients.



company-logo-image

FINANCIAL PLANNER

UPG ZOIS WEALTH ADVISORY

RM 3000 - RM 9000

KLANG

Full-Time

This job is no longer available