Financial Planner

7 months ago


Petaling Jaya, Malaysia Agensi Pekerjaan JS Staffing Sdn Bhd Full time

Our client, a Well-known Multinational Financial Wealth Agency, is looking for Financial Planner to provide financial advisory to clients.

**Flexible working time and good working culture**

**Potential 5 figures income earning and opportunity to go travel**

**There is a FREE financial advisory seminar at Plaza 33 PJ for 2 hours**

**Responsibilities**:

- Evaluating a client’s financial status based on income, expenses, assets, and liabilities.
- Recommending strategies that will build a client’s asset portfolio.
- Offering insights and forecasts on proposed investment strategies, insurance policies, and estate planning.
- Managing potential risks to a client’s financial growth.
- Creating financial plans and budgets.
- Communicating with clients regularly and answering any concerns or requests.
- Writing analytical reports and updating clients on the health of their estate.
- Fostering long-term relationships with clients.
- An average day for a Financial Planner would entail meeting or communicating with clients, answering their questions and concerns regarding their financial plans, and executing strategies to help clients reach their long-term goals.

**Job Type**: Part-time

**Salary**: RM9,000.00 - RM15,000.00 per month

Expected hours: No less than 40 per week

**Benefits**:

- Opportunities for promotion
- Professional development

Supplemental pay types:

- Commission pay
- Performance bonus

**Education**:

- Bachelor's (required)

**Language**:

- Chinese (required)


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