PENASIHAT KEWANGAN - CIMB WEALTH ADVISOR - Malacca City

PENASIHAT KEWANGAN - CIMB WEALTH ADVISOR - Malacca City
PENASIHAT KEWANGAN
CIMB WEALTH ADVISOR - Malacca City

Commission

Job Summary

Job Summary

Our organization is looking for an established and experienced Financial Advisor to assist our clients in managing their portfolios and investment strategies. The successful candidate will provide savings and protection solutions to help clients plan for all of life’s circumstances, both expected and unexpected.

Responsibilities and Duties

Responsibilities and Duties

Deliver personalized investment solutions to help clients work toward their long-term financial goals Develop and deepen client relationships Provide financial planning support to clients Support investment professionals to cultivate client relationships Prepare financial plans and check their accuracy Respond to prospective customer queries about financial planning Maintain awareness of latest legislative changes that may affect financial planning

Qualifications and Skills

Qualifications and Skills

Minimum SPM (3 credit)21 years old and above Have an experience in the field of sale and marketing (as one of the advantages) - Promoter, insurance, etc.

Job Type: Commission


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