Job responsibilities:
-Provide “ONE STOP FINANCIAL PLANNING” to clients across various areas of needs (eg: Wealth Creation, Wealth Protection, Wealth Accumulation, Wealth distribution, Investment, Endowment)
-Provide professional consultation and services to clients.
-Market and develop business across various channels and networks
-Protectively build, manage and maintain long-term sustainable customer relationships.
Preferred personality traits:
-Ready to attend training to equip yourself with the right knowledge
-Possess good interpersonal and communication skills
-A good team player, proactive and self- motivated
-Hardworking, responsible and adapt to changes
Internship Requirements:
-Candidates must possess at least a Diploma/Advanced/Higher/Graduate Diploma, Bachelor's Degree/Post-Graduate Diploma/Professional Degree in Business Studies/Administration/Management, Commerce, Economics, Finance/Accountancy/Banking, Marketing or equivalent.
-No work experience required.
-Required Skill(s): CGPA 2.0 and above.
-Required language(s): Mandarin, Bahasa Malaysia, English (Candidate who can speak MANDARIN are HIGHLY NEEDED)
-Internship duration of 2-4 months.
-Open for Malaysian Candidates only.
Full Time job requirements:
-Candidates must possess at least a Higher Secondary/ STPM/ A- Level/ Pre-U, Diploma/ Advanced/ Higher /Graduate Diploma/ Professional Degree in any field.
-Preferable Entry Level specialized in Banking/ Financial services or equivalent.
-Required language(s): Mandarin, Bahasa Malaysia, English (Candidate who can speak MANDARIN are HIGHLY NEEDED)
-Fresh graduates are welcome to apply.
-Candidates with marketing experiences will be more recommended
-Experience in consumer banking and sales is an added advantage.
-Open for Malaysian Candidates only.
Responsibilities:
-Understand business model of Financial Planning
-Analyze company financial products
-Assist group manager in marketing and training
Benefit:
-Annual Performance Bonuses
-Oversea Incentive Trips
-Rewards and Recognition
-Progressive Career Growth
-Opportunity into Managerial Roles
-Systematic Training Programmed provided
-Passionate, energetic and innovative work culture
Company values:
-To Love, to Care and To Share
-To Abide by Leadership and Loyal to the Organization
-To promote dynamic Self Development and Active Participation
-To Serve and to care for the society with strong commitment and social responsibility
-To work together in unison with one mind, one vision and one goal.