- Seksyen 13 Petaling Jaya Selangor Malaysia 46200

Working Location
Job Description
Requirements
We are a team of wealth planning professionals with a young, fun and energetic culture. We're looking for passionate individuals who want to make an impact - helping others grow and protect their wealth while building a meaningful, high- income career.
Diploma or degree in any field (Finance/ Marketing is a plus)
Fresh graduates and career switchers are encouraged to apply - full training provided
Able to communicate in Mandarin & English
Enjoy meeting people and building relationships
Willing to learn and grow in financial knowledge
Positive, self-driven and goal-oriented mindset
Responsible and professional in handling clients
Responsibilities
Understand clients' financial goals and life priorities
Provide personalised advice on insurance, savings, investments & will writing
Build and maintain long-term client relationships
Follow up with clients and provide ongoing support
Continuously upgrade your financial knowledge & skills
Benefits
Skills
TAMAN JAYA
0.3 km
ASIA JAYA
1.1 km
UNIVERSITI
2.0 km
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