Financial Planner

Job Description
–          Listen and understand your clients’ financial goals, aspirations and concerns
–          Develop financial plan to help your clients to achieve financial goals in life.
–          Review and monitor clients’ insurance and investment performances based on clients’ needs and changes in markets.
–          Advising on investment strategies, sources of funds and the distribution of earnings.

Requirements
–          Candidates must have possessed Certified Financial Planner (CFP)/Registered Financial Planner (RFP) or must at least pass with 2 modules.
–          Preferred with experience in financial services / banking and investment industry.
–          Committed and discipline with own tasks.
–          Good interpersonal skills
–          Possessed own transport and willing to travel.

Benefits
–          Incentive Trip entitlement

Work Location
–          Megan Avenue II, Kuala Lumpur

Contact Details
Tel: 03-2783 0206
email: pwp@poems.com.my
Address: B-2-7, Level 2 Block B, Megan Avenue II, No 12, Jalan Yap Kwan Seng, 50450 Kuala Lumpur.