Financial Planner
7 months ago
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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