Associate Wealth Planner

5 days ago

Melaka, Malaysia MMKAFALAH Full time

Provides guidance and expertise to clients in preserve, protect and distribute property based on Shariah for their need and also developing a plan to meet their financial planning goals.
- Manages client portfolios in client risk tolerance and goals.
- Responsible for overall management of the client relationship for accounts developed or assigned.
- Responsible for monitoring client satisfaction to maximize retention and increase sales opportunities.
- Regularly reviews the client relationship and account documentation to ensure it is complete and accurate.
- Maintains knowledge of the clients financial planning, investment, and insurance needs and objectives.
- Provides a level of service that cultivates referrals from existing clients.
- Adheres to client service level policies and procedures.

**Job Types**: Full-time, Fresh graduate

**Salary**: RM1,500.00 - RM5,000.00 per month

**Benefits**:

- Health insurance
- Maternity leave
- Opportunities for promotion
- Professional development
- Vision insurance

Schedule:

- Monday to Friday

Supplemental pay types:

- Commission pay
- Performance bonus

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