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Financial Consultant

SBF Training & Consultancy Sdn. Bhd Posted: 11 Month
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Description:

Job Description;

  • Assesses clients' financial situation by gathering information
  • Evaluating risk tolerance
  • Develops financial strategies by guiding client to establish financial goals
  • 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.

 

Requirements;

  • Min Diploma/Degree
  • Malaysian only
  • Has experience in handling clients 
  • Able to start immediately
  • Retirees are welcome

 

Benefits;

  • Performance incentive 
  • Company trip
  • Parking allowance 
  • Training will be provided as necessary 
  • Nearby public transport 
  • Can work from home

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