• Getting to know the client and setting clear expectations for how the planner and client will work together.
• Collecting detailed client information, including their financial goals and relevant data to support informed decision-making.
• Analysing and evaluating a client's financial status.
• Present financial planning recommendations along with suitable alternatives.
• Implementing and monitoring the financial planning recommendation.

Requirements:

i. Posses at least a Diploma or Degree in any field of study.

ii. Fluent in Bahasa and proficient in English.

iii. Strong communication, analytical and problem-solving skills.

iv. Able to work effectively in a fast-paced and high pressure environment.

v. Friendly and easy-going personality.

vi. Minimum 1-3 years of relevant experiences.

vii. Fresh graduate are encourage to apply.

Benefits:

• Professional development
• Opportunities for promotion

Job Type: Full-time

Pay: RM3,000.00 - RM10,000.00 per month

Benefits:

• Opportunities for promotion
• Professional development

Work Location: In person