Your Browser is Not Supported

To ensure jobstore run smoothly, please use the latest version of the following supported browsers:

Jobs in Malaysia   »   Jobs in Cheras   »   Finance / Banking / Insurance jobs   »   Wealth Planner

Wealth Planner

Cheras, Selangor, MY
Apply To This Position

Responsibilities

  • To professionally assist clients to achieve their financial goals to maximize and protect their wealth by recommending various financial tools. 
  • To analyse and recommend appropriate financial planning solutions to clients. 
  • To achieve and fullfill dedicated individual and team sales target.
  • To be a team player and willing to take on various responsibilities and challenges tasked.
  • To be highly committed in participating and involving in company’s operating
    structure.

 

Requirement

  • Age 25-45, possess minimum 3 years of working experiences with
    minimum existing take home pay of 6K/month.
  • Candidates must possess at least SPM/ Diploma/ Advance/ Higher/
    Graduate Diploma/ Bachelor’s Degree any field.
  • Able to converse well in ENGLISH. Additional advantage for candidate
    that can converse in Mandarin and Malay.
  • Must possess own transport and willing to travel to meet clients.
  • Must be able to work independently and a good team player whenever is needed.
  • Responsible and high integrity when dealing with clients and colleagues.
    Good interpersonal and communication skills.
  • Highly self-disciplined and time management skills with the ability to
    work under minimum supervision.

Benefits & Remuneration

  • Starting basic income 8K – 10K/month for the first 12 months.
  • Attractive and sustainable commissions, bonus scheme (Up to 155%
    comm + bonuses)
  • Continuous and on-going quarterly, monthly rewards and incentives.
  • Annual travelling oversea incentive trips.
  • International and local grand recognition opportunities.
  • Multiple streams of income alongside with fast-track career
    advancement.
  • Lucrative and long term guaranteed retirement fund.

Job Location
16-C, Suite 3-7, Jalan Suarasa 8/4, Bandar Tun Hussein Onn, 43200 Cheras, Selangor
Click to view the location on Google maps

Apply To This Position

Save for Later

Company Overview

We are a well-established insurance based financial planning organization. We
take pride in assisting clients in their building their wealth pillars e.g wealth
protection, wealth accumulations, wealth enhancement and wealth
distribution.


We are premier agency representing various reputable financial services
partners such as Prudential Assurance Malaysia Berhad, Prudential BSN Takaful
Berhad, Kenanga Investors Berhad, Affin Hwang Asset Management, Principal
Asset Management, Eastspring Investment Berhad, RHB Asset Management,
Rockwills Corporation Sdn Bhd and As-Salihin Trustee Bhd.
We provide comprehensive financial solutions to clients in order to achieve
their financial goals. Hence, we practice our business with passion and high
professionalism to establish trust and confidence between us and clients.

Read more
Company Summary
Finexuz Capital Sdn bhd
11-25 employees
Financial Services
Like Finexuz Capital Sdn bhd
Job Openings
Total 2 jobs
Wealth Manager
Tun Hussein Onn
Sales Manager
Tun Hussein Onn

Sharing is Caring

Know others who would be interested in this job?