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| Jawatan kosong sabah 2018, life planner |
Job search, Titles: Financial Planner
Job descriptions/Requirements:
We are looking to hire a Financial
planner to join our team. You will spend your day talking to clients about
their financial objectives and risk tolerance and then recommend an appropriate
financial planning strategy.
Financial Planner Responsibilities:
Talking to clients to determine their
expenses, income, insurance coverage, financial objectives, tax status, risk
tolerance, or other information needed to develop a financial plan.
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 to understand if life or economic changes, situational concerns,
or financial performance necessitate changes in their plan.
Implementing financial plans or
referring clients to professionals who can help them.
Managing and updating client portfolios.
Contacting clients regularly to discover
changes in their financial status.
Building and maintaining your client
base.
Financial Planner Requirements:
1) Minimum Education: Diploma and
Bachelor degree. SPM qualification will be considered.
2) 1-2 years of sales experience.
3) Working in Kota Kinabalu
4) Comfortable using a computer for
various tasks.
5) Experience in providing quality
financial advice (Optional).
Advantage to Financial Planner:
1) Weekly coaching will be provided
(Professional team from various background)
2) Salary/ Income: Rm 3000 – Rm 9000
3) Convention to various countries
4) Office and technical support will be
provided
Location: Kota kinabalu
Contact: 0149442519 (Iwan)
How to Apply?
Email your resume at
maidin.associates7814@gmail.com
Search Tag: Job id; 201801-04,#lifeplannerjobs, jawatan kosong sabah, AIA life planner portal
