- Jalan Seenivasagam Ipoh Perak Malaysia 30450

工作地点
职位描述
任职资格
Must Posses SPMwith a minimum of2 years working experience, OR
Diploma / Bachelor's Degree holders (Fresh Graduates are encouraged to apply).
Passionate about learning, personal growth, and career development.
Strong communication and interpersonal skills.
Self-motivated, proactive, and goal-oriented.
Able to work independently as well as in a team environment.
Positive attitude with good professionalism and integrity.
Basic computer literacy (Microsoft Office / Google Workspace).
Fluent in English and Mandarin and Bahasa advantage.
Must Possess own transportation and a valid driving licence is an advantage.
No prior financial services experience is required. Comprehensive training and mentorship will be provided.
岗位职责
Participate in our Structured Management Associate Development Programme.
Build and maintain professional relationships with clients.
Understand clients' financial goals and provide suitable wealth protection and financial planning solutions.
Conduct financial needs analysis and prepare personalized recommendations.
Deliver professional consultation on wealth accumulation, protection, retirement, education, and legacy planning.
Follow up with prospective and existing clients to provide continuous support and excellent customer service.
Develop new business opportunities through networking, referrals, digital platforms, and company initiatives.
Attend professional training, coaching, workshops, and leadership development programmes.
Achieve individual performance targets while developing leadership and team management capabilities.
Stay updated on industry trends, financial products, and regulatory requirements.
Collaborate with team members to deliver exceptional client experiences.
好处
所需技能
重要安全守则
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