Job Title : Internship of Financial Planning

• Communicate with existing clients for repeat business and referrals
• Prospect and sell products to customers via benefit
• Liaise with customers on pre and post sales
• Engage and interact with customer face to face
• Focus on customer relationship
• Assist customer in choosing financial plan

• Willing to lead a team in the near future
• Degree or diploma in Banking / Finance / Actuarial Science / Business & Marketing / etc
• Can communicate well in English,, Bahasa Malaysia and Mandarin
• Posses own transport
• posses healthy and positive image

To provide estate planning, insurance planning, loan planning and one stop wealth management solution to individual, family and corporate to achieve their financial goal.