- Jalan Jelatek Ulu Kelang Selangor Malaysia
Working Location
Job Description
Responsibilities
Management Trainee in Financial Planning Services Jobs Description:*
i. Establishing and defining the client-planner relationship.
ii. Gathering client data, including goals.
iii. Analysing and evaluating client financial status.
iv. Developing and presenting financial planning recommendations and/or alternatives.
v. Implementing the financial planning recommendations.
vi. Monitoring the financial planning recommendations.
Pay: RM2,000.00 - RM3,000.00 per month
Benefits:
Work Location: In person
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