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- Opportunity ID:
- MYO-20131717
- Type :
- Full time
- Position Level :
- ---
- Industry :
- Accounting/Finance - Banking/Financial
- Job Specialization :
- Accounting/Finance - Finance/Investment
- City :
- Petaling Jaya
- Description :
- Your Role as a Consultant
1) To help clients analyse their financial situation, establish their investment goals and propose an investment plan to achieve their goals with our diverse range of products and services.
2) To advise clients in building a well diversified unit trust investment portfolio after considering their risk tolerance and time horizon.
3) To continuously monitor and rebalance clients’ portfolios to check on their investments' potential returns.
4) To build a trusted relationship with clients by providing ethical and professional advisory services.
5) To continuously upgrade skills and knowledge with the aspiration of being a ‘value-creating’ consultant. - Requirements :
- 1) Open to all Malaysian.
2) Age 21 and above.
3) Minimum SPM - Pass with Credit in BM/English AND Math.
4) Located in KL, Selangor, Melaka or Terengganu. Other area, please inquire within. - Lowest Qualification :
- SPM / O Level
- Closing Date :
- 3/29/13, 12:00 AM
Low Chee Choong
- Phone :
- +6016380 7116
- Address :
- 35-2 2nd Floor, Jalan Sepah Puteri 5/1B, Pusat Dagangan Seri Utama PJU 5, Kota Damansara, 47810 Petaling Jaya, Selangor.
- City :
- Petaling Jaya
- State :
- Selangor
- Country :
Description
We are a wealth management team where proud to have developed a multi-product platform: synergising and integrating our asset accumulation instruments, protection plans, trust nomination and estate planning, including a host of shariah-compliant products. It provides a complete financial system with comprehensive solutions for wealth management.
