Malaysia landscape
Job Post
I Estate Planning

Assistant Manager (salary up to RM 6,000)

I Estate Planning Posted: 7 Month Work From Home
Flag job 🏴


Requirements :

  • Age between 26 to 42.

  • Prior Sales and Marketing , Event manager , Unit Trust Agent , Relationship Manager experience is preferred and will have an added advantage

  • Individual who want BIG changes in LIFE , High self discipline and committed to work , ambitious , responsible ,coachable and have very big dreams.

  • Candidate with experience of Facebook Advertising and social media marketing , Tik Tok , IG are preferred

  • Results-driven Attitude with No time for stories and excuses

  • Required language(s): English, Mandarin and Bahasa Melayu.

  • Able to work independently and possess good interpersonal communication skills ,Self-confident and able to communicate well.

  • Possess own transport and good in virtual meeting  

  • Roles & Responsibilities :

  • To provide solution and recommendation based on client financial goals.

  • To provide process of anticipating and arranging, during a person's life, for the management and disposal of that person's estate during the person's life, in the event the person becomes incapacitated and after death.

  • To provide each individuals and families Will and Trust (wealth distribution) Planning  to ensure their wishes come true

  • To promote and assist clients on their financial planning and investment.

  • To provide insurance & takaful , Will planning and services for clients to fulfil their financial needs, stability and security.

  • Review on client financial portfolio.

  • Achieving personal and team sales target.

  • Will be trained in various roles on HR , Sales , Management and Training.   

  • Performers will be groomed for Top Management posts.

  • Building strong customer relationship.

Flag job 🏴
Similar Jobs: ACCOUNTING STAFF (Cashier), Customer Service Executive, Product Specialist, ACCOUNTING STAFF, Senior Tax Executive, Audit Assistant, ACCOUNT OFFICER, ACCOUNT OFFICER (VALENCIA), ACCOUNT OFFICER (BANSALAN).