兼职 Financial Planning exec 工作, 薪水 up to MYR 7,574.3, MAJU TERUS RESOURCES Selangor 公司招聘中 - Ricebowl

Financial Planning Executive

We are looking for an ambitious and people-oriented individual to join our team as a Financial Planning Executive. This role focuses on helping individuals and families plan for their financial future through personalised financial protection, wealth planning, will and estate planning solutions.

You will work directly with clients to understand their goals, identify potential financial gaps and provide suitable solutions based on their needs.

KEY RESPONSIBILITIES

• Conduct financial consultations and client needs analysis

• Build and maintain long-term relationships with clients

• Present financial protection and planning solutions

• Assist clients with will and estate planning

• Develop and manage your own client portfolio

• Conduct presentations and follow up with prospective clients

• Participate in professional training, workshops and team development

• Work towards individual and team performance objectives

WHAT WE OFFER

• Monthly allowance from RM2,500 for eligible diploma holders*

• Performance-based commission and incentives

• Structured training and mentorship

• Clear career progression opportunities

• Professional development and leadership opportunities

• Flexible working arrangements

• Opportunities to build your own professional client portfolio

WHO WE'RE LOOKING FOR

• Diploma/Degree holders are encouraged to apply

• Fresh graduates are welcome

• Sales or customer-facing experience is an advantage, but not essential

• Good communication and interpersonal skills

• Self-motivated, ambitious and willing to learn

• Comfortable meeting and communicating with clients

• Interested in financial planning, wealth management and estate planning

CAREER GROWTH

This is more than a traditional sales position. Successful candidates will have the opportunity to develop expertise in financial planning, build a professional client base and progress into senior and leadership positions based on performance.

*Allowance eligibility and terms are subject to applicable company requirements.

Pay: RM2,486.33 - RM7,574.30 per month

Work Location: In person