Life Planning Advisor (Chinese Speaking)

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

Job Description

Full Time & Freelance Position Available
What we looking

  • Candidates looking for career advancement with more exciting, meaningful and challenging career environment.
  • Candidates love meeting people and assists people to achieve their goal/ dreams financially.
  • Candidates with the right attitude and work as a team.

Job Responsibilities:
Promote and advisory in financial services (Businesses, Corporate or Personal Planning)
Planner services included Business Buy-Sell Agreement, Corporate Employee Benefit Plan, Employee Retention Scheme Plan and Business Key Person Protection Plan Business Succession Plan, Director Benefits Program, Business Loan Services, Business Trust Planning, Estate Planning, personal planning not limited to Travelling Plan, Saving/ Investment for early retirement, Plan for short term Saving/ Investment for specific goal, Passive Income Plan, Income Protection Plan, Personal/ Family Trust Plan, Personal/ Family Asset Creation Plan.


  • Malaysia Citizen Only
  • Must have Degree or above in any field
  • Fresh graduate can apply.
  • Must understand both Mandarin & English

Why you may consider make a change for better:

  • Manage your own time yet can achieve your interest and work life balance in both family and career
  • Positive and motivated working environment and great achievement in career
  • With great mentor and senior assist you build your career to achieve your goal
  • Great self-development opportunity not limited to career but great achievement in personal development
  • Life is too short, build your own career that will benefits you for Life, Guaranteed! (Your career will decide how you live your life)
  • Income will decided how we live our life, High Income potential achieve 100K-300K annual income after 3 years. (Follow SIB System)
  • Yes, caring career that benefits people surrounding you with your advice and planning.
    2-3 Yearly Reward Oversea Trip.

What we doing:

We are the life planner, doing wealth planning for everyone to ensure our clients and friends can have passive income for early retirement, travel around the world, pre retirement age or at least financial freedom at young early age and other related financial planning services including estate planning. Besides that, we do risk planning for them in the event they can’t reach their life goal in life. Besides that, we doing other wealth planning related service for corporate and businesses to ensure they have proper wealth management included business succession plan, employee retention scheme and profit/ business value protection plan. For high network client we assist them to converse their wealth through trust planning and proper wealth management.
Our Mission:

Our planner mission is to ensure all people surrounding us and Malaysian benefits from our professional idea and planning, live a fulfilling life. We ensure more people aware the important of financial planning, they don’t live poor at old age, family still can maintain standard of living when they loss of income due to sick or injury, reduce social problem like lesser orphanage home, old folk home and fewer Malaysian having family financial difficultly due to inadequate money for treatment when they fall sick.

Unique development platform using “learn through play”. Provide freelance training or management training for planner like soft skill in human touch, marketing and sales skill, business management skill included strategic prospecting skills (marketing), rapport building skills, communication skills, time management, client management skill, organizational skills, branding yourself skills, online marketing skill, psychology skills, objection handling skills, closing techniques and post-sale and customer service technique and relationship management. With this knowledge and skill, planner will added advantage in coming automation or AI world.

Specialize in business and corporate solutions. Provide continuous courses or seminar for financial related knowledge and skill included risk management planning, investment planning and business succession solution for corporate and businesses and others related financial knowledge.

Lastly, we provide a great platform to groom entrepreneur but not worker!
All the best to you!
Ai Success Consultancy
11A, Jalan SS 3/92,
47400 Petaling Jaya.
T: +6037865 3696
FB Page: “AiSuccess Consultancy”

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