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- Helps clients accomplish financial objectives by assessing financial situation; developing and presenting financial strategies and plans; monitoring changes in financial status and life circumstances.
- Markets services by asking for referrals from current clients; meeting prospects at community functions; responding to inquiries.
- Assesses clients' financial situation by gathering information regarding investments.
- Develops financial strategies by guiding client to establish financial goals; matching goals to situation with appropriate financial plans.
- Obtains clients' commitment by explaining proposed investment plans and options; explaining advantages and risks; providing explanations; alleviating concerns; answering questions.
- Provides investment management information by preparing investment status analyses and reports.
Updates job knowledge by tracking investment markets, general economic conditions, and new investment products.
- Any Diploma fiel and above *retirement most welcome*
- Can work in Team
- Good Communication ( BM/BI)
- Malaysia Citizent Only
Company Provided :
- Education & Training
- No Experience Needed
- Salary RM2000 - RM2800
- Malaysia Citizen
- Company Trip
- Commission & Incentive
- Performance Award
▪NEARBY MONORAIL RAJA CHULAN
Please call or whatapp for information :