Financial Services

Job title: Financial Services

Company: MY Wishes Integrated Services


Job description: or My Wishes Integrated Services (SSM No. 001953251-U) is a specialist in Will Writing, Trust Creation, Wealth Protection and Legacy Planning for individuals and corporate customers. The agency was established in 2008 to serve primarily individuals and small business customers around Kuala Lumpur, Selangor and Negeri Sembilan. The agency has more than 20 years of experience in these areas of financial planning, estate planning and wealth protection in the financial services industry. We partner with established insurance companies, financial institutions and wills & trustee companies to offer our customers the most trusted & professional services to fulfill their wills and wishes. We established our own training academy RM, known as Super Success Academy, in 2018 with a mission to recruit and develop the young talents who are energetic, enthusiastic and “hungry-for-success” to join our growing community of financial advisors, estate planners and insurance agents. The agency is also very active in corporate social responsibilities (CSR) and to contribute back to the larger community in Malaysia, in particular to the schools and social welfare organizations. Requirements:Proven experience as financial planner or similar role; experience in sales or customer service is an asset.Ability to analyze financial information and comply with regulations.Good ethics, with a customer-oriented attitude.Outstanding communication skills, with the ability to foster long-term relationships.Responsibilities

• Analyze clients’ financial statuses.
• Examine and suggest financial opportunities.
• Develop sound plans and budgets for clients.
• Customize financial plans according to clients’ changing needs.
• Help clients implement their plans and carry out transactions.
• Present and sell suitable financial products and services.
• Find and approach prospective clients.
• Build strong relationships to retain existing clients.
• Maintain updated knowledge of regulations, practices and financial products.

BenefitsBasic range: RM2500 – RM5000 + Commission and bonusLocal & Overseas Incentives tripsQuarterly & Annual Award & Recognition Regular team activitiesFlexible working hoursAdditional Benefits

• Annual Leave
• Training Provided
• Performance Bonus
• Company Trip
• Allowance Provided
• 5 Working Days
• Annual Bonus

SkillsFinancial ServicesImportant InformationNever provide your bank or credit card details when applying for jobs. Do not transfer any money or complete unrelated online surveys. If you see something suspicious, Report This Job ad.

Expected salary:

Location: Kuala Lumpur – Negeri Sembilan

Job date: Thu, 31 Oct 2024 07:11:07 GMT

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