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Wealth Planner
Category:
Finance / Accounting JOB WANTED:
Ad Number:
36608
Date Posted:
more than 1 month ago (Not Renewed))
Description:
1) Develops and implements financial plans for individuals, businesses, and organizations, utilizing knowledge of tax and investment strategies, securities, insurance, pension plans, and real estate: Interviews client to determine client's assets, liabilities, cash flow, insurance coverage, tax status, and financial objectives. 2) Analyzes client's financial status, develops financial plan based on analysis of data, and discusses financial options with client.3) Prepares and submits documents to implement plan selected by client.4) Maintains contact with client to revise plan based on modified needs of client or changes in investment market 5) May refer client to other establishments to obtain services outlined in financial plan
Type:
Full-Time Permanent
Seniority:
Fresh
Job Title:
Wealth Planner
Salary RM:
rm2500 Monthly
Starting Date:
13 May 2013
Education Required:
Pre-University
Openings:
5 or more
Advertiser:
Company

Posted By:
Name:
nurul ain shamsuddin
Company:
PRUACTION TEAM SDN BERHAD
Address:
SUITE 10.03, LEVEL 10, TOWER 3, LOT33, NO3, JALAN SEMANGAT, SEKSYEN 13
Postal Code:
46100
State > City:
Selangor > Petaling Jaya
Country:
Malaysia
Phone:
03-77216823 Please quote Adpost when calling
Email:


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Wealth Planner JOB WANTED from Selangor Petaling Jaya
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