jobs in Finexuz Advisory

全职 Financial Advisor 工作, 薪水 up to MYR 10,000, Finexuz Advisory Selangor 公司招聘中 - Ricebowl

Financial Advisor

Finexuz Advisory

MYR3,000 - MYR10,000 每月

全职

Petaling Jaya, Selangor

最后机会申请此工作。
Posted 10 years ago • Closing 2 Aug 2026
最后机会申请此工作。
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工作地点

  • A-8-13A, Jalan PJU 1/39, Menara Prima, Dataran Prima Petaling Jaya Selangor Malaysia 47301

职位描述

任职资格

Secondary/SPM/'O' Level-No Limit
19-40
  • Candidates must possess at least SPM / Diploma / Advance / Higher / Graduate Diploma / Bachelor’s Degree any field 
  • Positive mindset and energetic/ Must be able to work in at team and a good team player
  • Responsible and high integrity
  • Excellent interpersonal and communication skills
  • Good analytical & problem solving skills
  • Good self-discipline, ability to work under minimum supervision
  • Must be willing to travel within klang valley to meet clients
  • Patience in building client relationship is the key to success

岗位职责

  1. Assists individuals with reaching financial objective, educational goals, retirement and estate planning, and make insurance/risk management recommendations for their clients.  
  2. Understand client’s financial objective and tailors strategies to the deadlines and priorities of clients.  
  3. Assesses clients on regular basis and may need to adjust recommendation from time to time.  
  4. Assist individual and corporate clients with:
  • Wealth Protection analysis
    • Major Medical Fund
    • Income Replacement
    • Family Income Continuation Fund
    • Debt Cancellation Fund

 

  • Wealth accumulation analysis
    • Retirement planning
    • Children education planning

 

  • Asset management
  • Estate planning
  • Corporate risk management
  • Corporate employee retention and pension scheme programme
  • Shareholder’s risk management

好处

  • Attractive and sustainable commissions scheme
  • Continuous and on-going incentive such as gadgets, local travelling, cash money and etc.
  • Various short and long term cash bonuses
  • Annual incentive trips and grand recognition events
  • Retirement fund provided

去Finexuz Advisory要搭什么MRT, LRT或其他公共交通?

Petaling Jaya

附近的公共交通

LRT

  • TAMAN JAYA

    0.3 km

  • ASIA JAYA

    1.1 km

  • UNIVERSITI

    2.0 km

重要安全守则

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