Wealth Specialist

• Identify client's needs and provide the best solution to suit their needs
  

• Deliver world -class customer service to clients
  

• Attend and participate in all company functions
  

• Prepare weekly and monthly reports for monitoring purposes.
  

• Fact finding on client financial needs
  

• Identify client financial goals and priorities
  

• Provide solution and recommendation for client financial goals
  

• Implementation and review on client financial portfolio
  

Requirements

• Must be able to work around Petaling Jaya, Klang Valley or KL area
  

• Candidates must possess at least SPM/Diploma/Advanced/Higher/Graduate Diploma in any field.
  

• Required language(s): English, Bahasa Malaysia, Tamil / Mandarin
  

• Required Skill(s): Microsoft Office
  

Benefits

• Stand a chance to travel overseas every year.
  

• Work Life Balance​
  

• Work flexibility (Time & Location)
  

• Intensive training
  

• And more!