Administrator (Mandarin Speaking)

2 weeks ago


Seremban, Malaysia LNM Wealth Advisory Sdn Bhd Full time

Preferably Mandarin Speaking, Benefits: 1) EPF, EIS, Socso 2) Tips 3) Training 4) 18 days Public Holiday + 2 weeks training 5) Accomodation 6) Meals allowance 7) Working hours: Monday -Saturday Requirement: 1. Pursue a degree in either accounting, finance, business, economics, or any finance-related field. 2. Complete an internship at a reputable financial advisory form. This will be your training ground for a future in financial planning. 3. Gain work experience after graduation. To become a Certified Financial Planner, you must first have at least three years of experience in a related field. In those three years, build your resume and gain work experience in the finance sector and study to prepare for your certification examinations. 4. Pursue a masters degree in finance or any related field. It is not required to become a Certified Financial Planner, but it may improve your career options. 5. Pass the certified financial planning examinations. There are four certifications available issued by two organisations: The Malaysia Financial Planning Council (MFPC) and the Financial Planning Association of Malaysia (FPAM). The MFPC offers the Certification Registered Financial Planners (RFP) and the Shariah Registered Financial Planner (Shariah RFP). The FPAM offers the Certified Financial Planners (CFP) and Islamic Financial Planners (IFP). Job scope: - 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. Office managers oversee the administrative work that clerical workers are commissioned to perform in various types of organisations or associations. They perform micromanagement and maintain a close view of administrative processes such as such as controlling correspondence, designing filing systems, reviewing and approving supply requisitions, assigning and monitoring clerical functions. They report to managers within the same department or to general managers in companies, depending on their size.
Our founder Dr J Lo, a passionate lady holding professional qualification of Certified Financial Planning, Registered Financial Planning and Syariah Registered Financial Planning. She have career achievements: 1) Million Dollar Round Table lifetime membership since 2007-2021, with 3 times Court Of Table. 2) Youngest leader recorded. 3) Ten Outstanding Young in Malaysia endorsed by Junior Chamber International. 1st lady from Financial service line of Malaysia. 4) 1st Position in general insurance business in state level. LNM Wealth Advisory Sdn Bhd was establishes in year 2014, providing one stop financial planning services included life insurance, general insurance, wills& trust, pre-planning, unit trust and etc. Our slogan: We are Complete You Life Goal
Bachelor's or Equivalent


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