WEALTH ADVISOR - CIMB Wealth Advisor (CWA) - Malacca City

WEALTH ADVISOR - CIMB Wealth Advisor (CWA) - Malacca City
WEALTH ADVISOR
CIMB Wealth Advisor (CWA) - Malacca City

Commission

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

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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