Financial Planner
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: your number (Vivien)
Apply for jobs:
Email your resume at maidin.associates7814@gmail.com
Location: Kota kinabalu
Contact: your number (Vivien)
Email your resume at maidin.associates7814@gmail.com
Search tag:
Job id: 201801-61/02-08, #financialplannerjobs, life planner
