Be Part of Our Success
Job Description
ESTATE PLANNER
Responsibilities: -
1.
Enjoy to manage and initiate contacts and leads in order to provide will and trust
solution.
2.
To conduct fact-find, financial need analysis for customer and ensure prompt advice
and solutions are offered to customer.
3.
To assist our customers in enhancing their wealth and achieving their financial goals
through proper estate plan
4.
Ensure our customer’s receive efficient and courteous service.
5.
To promote professionally our various estate plan and financial solution to
customers.
6.
Maintain confidentiality of the customer database.
7.
Proactively manage and build long-term customer relationship through excellent value added services.
Requirements: -
1.
Candidate who enjoys continuous learning and possess or currently pursuing a
Diploma, or higher qualifications.
2.
Possess integrity, coachable, competitive and ethical character.
3.
Great working attitude: proactive with strong energy drive. Highly self-motivated,
productive and results oriented.
4.
Excellent communication and interpersonal skills.
5.
Being present enjoying live life to the fullest.
6.
Must have strong customers focus and passion to provide an outstanding level of
service.
7.
Possess own transport and willing to travel as needed.
8.
Training will be provided.
9.
Required skill(s): MS Excel, MS PowerPoint, MS Word.
10.
Required language(s): Bahasa Malaysia, Chinese, English.
Interested candidates are invited to write or email in with complete resume by stating personal
particulars, qualification, employment history (if any), remuneration expected, contact number and a
recent passport sized photograph (n.r) to:-