Job vacancy: [Job id: 201803-53]
Financial planner
[Sabah]
Job details:
We are looking for those who:
- Aged 25 - 35 years
- Have SPM / Diploma / Degree
- Mature and ready for training.
- Those with experience in Sales & Marketing are welcome to apply.
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:
1) 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.
2) Advising strategies for clients in insurance coverage, investment planning, cash management and other areas to help them reach financial objectives.
3) 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.
4) Implementing financial plans or referring clients to professionals who can help them.
5) Managing and updating client portfolios.
6) Contacting clients regularly to discover changes in their financial status.
7) Building and maintaining your client base.
Advantage to Financial Planner:
1) Weekly coaching will be provided (Professional team from various background)
2) Basic Salary/ Income: Rm 3000 – Rm 9000
3) Convention to various countries
4) Office and technical support will be provided
If you are interested
Please send your resume to
maidin.associates7814@gmail.com
Search tag:
Financial planner Job Vacancy in Sabah
Financial planner
[Sabah]
We are looking for those who:
- Aged 25 - 35 years
- Have SPM / Diploma / Degree
- Mature and ready for training.
- Those with experience in Sales & Marketing are welcome to apply.
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:
1) 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.
2) Advising strategies for clients in insurance coverage, investment planning, cash management and other areas to help them reach financial objectives.
3) 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.
4) Implementing financial plans or referring clients to professionals who can help them.
5) Managing and updating client portfolios.
6) Contacting clients regularly to discover changes in their financial status.
7) Building and maintaining your client base.
Advantage to Financial Planner:
1) Weekly coaching will be provided (Professional team from various background)
2) Basic Salary/ Income: Rm 3000 – Rm 9000
3) Convention to various countries
4) Office and technical support will be provided
If you are interested
Please send your resume to
maidin.associates7814@gmail.com
Search tag:
Financial planner Job Vacancy in Sabah
