ðŸ¢ equatorial hotel plaza Jalan Sultan Ismail, Kuala Lumpur
âœ… Full time
SALARY ðŸ’¶ : RM 8,000 - 10,0000
JOB DESCRIPTION ðŸ’¼
* Markets services by asking for referrals from current clients; meeting prospects at community functions; responding to inquiries; developing promotions; presenting financial planning seminars.
* Assesses clients' financial situation by gathering information regarding investments, asset allocation, savings, tax planning, retirement planning, and estate planning; evaluating risk tolerance.
* Develops financial strategies by guiding client to establish financial goals; matching goals to situation with appropriate financial plans.
* Obtains clients' commitment by explaining proposed financial plans and options; explaining advantages and risks; providing explanations; alleviating concerns; answering questions.
* Monitors clients' financial situation by tracking changes in wealth and life circumstances; analyzing financial plan results; identifying and evaluating new financial strategies; recommending changes in goals and plans.
* Provides financial management information by preparing financial status analyses and reports.
* Updates job knowledge by tracking financial markets, general economic conditions, and new financial products; participating in educational opportunities; reading professional and technical publications; maintaining personal networks; participating in professional organizations.
* Accomplishes organization goals by accepting ownership for accomplishing new and different requests; exploring opportunities to add value to job accomplishments.
* Bachelor's degree in finance or accounting
* Incredible math skills
* Ability to connect with clients
* Excellent attention to detail
* Incredible analytical and problem solving abilities
* Ability to accurately predict market trends
* Deep knowledge of the financial industry and regulations
* Deep knowledge of investing
* Ability to analyze a client's financial situation
* performance award ðŸ¥‡
* Socso .
* Office work from Monday to Friday 9:30am-5:30pm.
Feel free to contact me
please send your resume to email: Sign Up to Apply
at(phone number)via whatsapp ðŸ“±.