Professional Wealth Advisor
15 hours ago
**Responsibilities**:
》Answering client questions about
financial plans and strategies and giving
financial advice 》Advising strategies for clients in
insurance coverage, investment
planning, cash management, and other
areas to help them reach financial
objectives》Reviewing client accounts and plans on
a regular basis to understand if life or
economic changes, situational concerns,
or financial performance necessitate
changes in their plan》Analysing financial data received from
clients to develop strategies for meeting
clients' financial goals》Preparing or interpreting financial
document summaries, investment
performance reports, and income
**projections for clients; Requirements: - Job Requirements**:
》No working experience needed 》Fresh graduates and SPM qualifications or
“O” Level are welcome for friendly
interview 》We offer part time or full time basis and internship as well
**Benefits Of This Role**:
》Commission based 》Basic salary scheme provided for
provided 》Flexible working hours 》Potentially to become a new generation
leader through our KFH Team
Leadership Program and BOSS System 》Get yourself involved in one of the
fastest-growing business industries in
Malaysia
-
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