Financial Consultant

This job is available on Monday, Tuesday, Wednesday, Thursday, Friday, Flexible Hour



CompanyXenn Consultancy Services
Job StateKuala Lumpur
Job FunctionConsulting
Job IndustryConsultancy
This company is willing to hireRetiree, Single Parent

Job Description


  • A lot of incentives and gift
  • Entertainment event every month
  • Free training provided
  • Phone reimbursement
  • Birthday Gifts
  • Retirement plans
  • Stress free entry and work with Team.
  • Bonus/Annual Leave /Parental Leave /Public Holiday.


Job Descriptions :-

• Markets services by asking for referrals from current clients; meeting prospects at community functions; responding to inquiries; developing promotions; presenting financial planning seminars.

• Assesses clients’ financial situation by gathering information regarding investments, asset allocation, savings, tax planning, retirement planning, and estate planning; evaluating risk tolerance.

• Develops financial strategies by guiding client to establish financial goals; matching goals to situation with appropriate financial plans.

• Obtains clients’ commitment by explaining proposed financial plans and options; explaining advantages and risks; providing explanations; alleviating concerns; answering questions.


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Job State
Kuala Lumpur
Job Function
Job Industry
This company is willing to hire
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