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Wealth Planner
RM 1,700 - RM 5,000 / month
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A wealth planner, also known as a financial planner or wealth management advisor, helps clients achieve their financial goals. They do this by creating financial plans, recommending investments, and providing guidance on taxes, insurance, and estate planning. Responsibilities
- Analyze clients' financial statements to identify risks and growth opportunities
- Create financial plans that meet clients' needs
- Recommend investments based on clients' risk tolerance and time horizon
- Monitor and adjust clients' investment portfolios
- Collaborate with other specialists, such as tax advisors and estate planners
- Educate clients on financial topics
- Build long-term relationships with clients
- Stay informed on financial trends and regulations
Job Types: Full-time, Freelance
Pay: RM1,700.00 - RM5,000.00 per month
Schedule:
- Monday to Friday
Supplemental Pay:
- Commission pay
- Performance bonus
- Yearly bonus
Ability to commute/relocate:
- Kuching (Kuching): Reliably commute or planning to relocate before starting work (Preferred)
Education:
- STM/STPM (Preferred)
Experience:
- Planning: 1 year (Required)
Language:
- Mandarin (Preferred)
- Bahasa (Preferred)
- English (Preferred)
Work Location: In person