Sign in

Financial Planner

Company:
Glory Excellent Management Sdn Bhd
Location:
Johor Bahru, Johor, Malaysia
Salary:
1500
Posted:
November 15, 2016
Description:

•To understand clients’ financial needs, situations and objectives through face-to-face interview (need-based approach/ fact-finding).

•To analyse and review clients’ financial information, including personal and family budgeting, debt obligations, saving and investment strategies, protection planning through insurance, risk tolerance, retirement accumulation, asset management and distribution (will and trust).

•To act in the best interests of clients by providing realistic and meaningful recommendations to clients on financial planning related issues

•To present and to sell company’s financial products

•To deliver professional financial services to clients