Wealth Planner Partner
Responsibilites
- Communicate with clients as a preliminary contact
- Interview and Gather both financial and non-financial data of clients and evaluate them with the team commitee
- Construct a wealthy plan according to the information received especially the crucial concern of the clients for their best interest and benefits
- Implement the plan, monitor the outcome and report to the clients
- Review and propose the comprehensive plans in order to achieve the clients ultimate goals
Qualifications
- Bechelor or Master's degree in any field. Oversea graduation or experience is advantage
- Age between 24 - 40 years old
- Working experience more than 2 years
- Having strong interpersonal communication and presentation skills
- Having analytical skills and Can-do attitude
- Possessing the Entrepreneurial mindset
- Positive thinking and prompt to learn new things
- Being service minded