全职 Junior Executive Assistant in Financial Planning Services 工作, 薪水 up to MYR 2,000, Lth Group Asia Selangor 公司招聘中 - Ricebowl

Key Responsibilities

Client Relationships: Establish trusted relationships with clients to understand their financial objectives and increase their net wealth.

Data Gathering & Analysis: Collect client financial data, review current financial situations, and evaluate financial health.

Recommendation & Implementation: Develop, present, and implement tailored wealth planning strategies, covering protection, retirement, and savings.

Monitoring & Growth: Track ongoing client progress while undergoing mentorship to transition into leadership or managerial roles.

Requirements & Compensation

Education: Minimum of a Diploma or Degree in finance, business, or any related field.

Skills: Strong communication, analytical thinking, and problem-solving abilities.

Pay: Up to RM2,000.00 per month

Work Location: In person