Assist advisors in preparing client-facing materials for financial, retirement, and estate planning meetings.
Support client follow-ups, schedule appointments, and maintain clear records of conversations and action items.
Gather and analyse basic financial data to help build personalised plans across income protection, healthcare, savings, investments, and education planning.
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Currently pursuing or recently completed a Diploma or Degree in Tourism Management, Hospitality, Business Administration, Marketing, Event Management, Mass Communication or a related field.
Applicants from other academic backgrounds are welcome if they have a genuine interest in travel, customer experience, content creation or business operations.
Good written and verbal communication skills in English and Bahasa Malaysia; proficiency in Mandarin is an added advantage.
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