Eksekutif Perancang Harta

Provides guidance and expertise to clients in preserve, protect and distribute property based on Shariah for their need and also developing a plan to meet their financial planning goals.- Manages client portfolios in client risk tolerance and goals.- Responsible for overall management of the client relationship for accounts developed or assigned.- Responsible for monitoring client satisfaction to maximize retention and increase sales opportunities.- Regularly reviews the client relationship and account documentation to ensure it is complete and accurate.- Maintains knowledge of the clients financial planning, investment, and insurance needs and objectives.- Provides a level of service that cultivates referrals from existing clients.- Adheres to client service level policies and procedures.**Job Types**: Full-time, Part-time, Permanent**Salary**: RM1,500.00 - RM5,000.00 per month**Benefits**:- Maternity leave- Opportunities for promotion- Professional developmentSchedule:- Monday to FridaySupplemental pay types:- Commission pay- Performance bonusWillingness to travel:- 25% (required)Application Deadline: 03/29/2024