Wealth Planner

Hiring the Right Talent @ Colla Team

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RM3000 - RM5000/month
Full Time
Petaling Jaya

Wealth Planner

Excigent Wealth Advisors

4 years ago 0 2196

Company background

What will you get?

  • Take your career to the next level with our unique accelerated coaching and financial bridging plan
  • Opportunity to gain international exposure through a professional learning platform, conferences and recognitions
  • Optimised income, security and lifestyle through scalable compensation

Job Description

  • Recommend and provide financial advisory to cater clients' financial needs and goals.
  • Maintain and enhance business relationship with existing and potential clients.
  • Support customers in achieving their financial goals through your professional advice.
  • To develop your own network of clients via your comprehensive platform.
  • Develop business networking and presentation skills.

Job Details

Full Time

Job Requirements

- 21 to 26 years old*- Fresh Graduates (year 2020 & 2021) are encouraged to apply- Diploma and above- Program profiling- Ambitious, hard working, open to explore new opportunities and meeting new people- Flexible working hours*Contracted in year 2021 & less than 4 month contract