Management Trainee
3 days ago
Getting to know the client and setting clear expectations for how the planner and client will work together.
- Collecting detailed client information, including their financial goals and relevant data to support informed decision-making.
- Analysing and evaluating a client's financial status.
- Present financial planning recommendations along with suitable alternatives.
- Implementing and monitoring the financial planning recommendation.
**Requirements**:
i. Posses at least a Diploma or Degree in any field of study.
ii. Fluent in Bahasa and proficient in English.
iii. Strong communication, analytical and problem-solving skills.
iv. Able to work effectively in a fast-paced and high pressure environment.
v. Friendly and easy-going personality.
vi. Minimum 1-2 years of relevant experiences.
vii. Fresh graduate are encourage to apply.
**Benefits**:
- Professional development
- Opportunities for promotion
Pay: RM2,000.00 - RM5,000.00 per month
Work Location: In person
Pay: RM2,000.00 - RM5,000.00 per month
**Benefits**:
- Opportunities for promotion
- Professional development
Work Location: In person
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