Perancang Kewangan – KLG Jag-Life Sdn Bhd
Role Summary
The Financial Planner is responsible for providing accurate and comprehensive financial advice to clients. This role involves understanding clients' financial needs and offering suitable solutions to achieve their financial goals.
Job Description
As a Financial Planner, you will be responsible for closing clients by delivering precise financial advice. You will engage in long-term financial strategy planning and assist clients in making informed investment decisions.
Key Responsibilities:
- Provide comprehensive financial advice to clients.
- Understand clients' financial needs and goals.
- Develop long-term financial strategies.
- Assist clients in making informed investment decisions.
- Build strong relationships with clients.
- Ensure client satisfaction with services provided.
- Communicate effectively in multiple languages.
- Analyze financial data to offer tailored solutions.
Job Requirements
Ability to communicate in Mandarin, English, and Malay
Experience in financial planning is an advantage
High analytical skills
Ability to work independently and in a team
Capability to build client relationships
Strong problem-solving skills
Knowledge of financial products and investments
Quick Info
Company
KLG Jag-Life Sdn Bhd
Location
Selangor
Salary
MYR 3000 - 5000
Skills Required
6 skills
Click to submit your application
Required Skills
Financial Planning
Client Relationship Management
Analytical Skills
Problem Solving
Communication
Investment Strategy
Application Tips
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