Wealth Planner

Job Task

• You are in the Wealth Planning Industry, and giving a good and practical advise.
• Providing advise on holistic and profesional wealth planning service.
• Integrated one-stop services by profesional.
• Providing professional advice, strategies and solutions to clients in achieving their short term and long term financial goals.
• Building & maintaining a healthy relationship and high standard of services to clients.
• Attending meetings & training provided by the company.

Benefits

• Addtional Allowance will be provide when KPI achived.
• Rewards and recognition for consistent production.

Job Requirement

• Candidates must possess diploma / degree in any field of study.
• Candidates with no working experience are welcome, as training is provided.
• Skills required : Communication skills, Team player.
• Spoken language : Mandarin, English, Any other language is an added advantage.
• Personal goal oriented, motivated, disciplined with an entrepreneur’s mindset.