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JEV Management

Internship for Financial Advisor

JEV Management Posted: 14 Month
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Description:

Employee benefits:

·      Salary: RM500 - RM1000 Basic (Subject to course + Interview Performance + Unlimited Commission)

 

Requirements:

·      Education level: At least Diploma/Degree in Finance/Banking, Business Studies/Marketing or equivalent.

·      Experience in Financial Advisor will be an added advantages

·      Good command of  Mandarin.

·      English or Bahasa Malaysia will be an added advantages

·      Required multitasking skills and good communication skills

·      Working hour: Mon to Fri (10am to 6pm), Saturday (10am to 1pm)

·      Able to work in a team with initiative and excellent interpersonal skills

·      Able to work at Regus, Visio Tower, KL (3 mins walking distance from Sunway Velocity Mall)

·      Sales oriented characteristic

·      Minimum duration of internship of 3 months

 

Responsibilities:

·      Setting appointments with existing clients to advise and consult client's financial portfolios

·      Give awareness on calculation on financial objectives, tax status, risk tolerance, or other information needed to develop a financial plan

·      Answering client questions about financial plans and strategies and giving financial advice

·      Prepare client packets- create agendas, review materials, illustrations, reports, etc

·      Effectively use financial planning, retirement, and investment software for client meetings

·      Assisting with preparations for client events such as seminars, benefit fairs, or client appreciation events

·      Other ad hoc tasks that may assigned from time-to-time


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