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Are you ready to explore opportunities to take your career to the next level? Discover the impact you could make with a career at AFM Management. Our company grows rapidly. If you have dreams, if you have the same ambitions as us, we’re welcome you .

Will & Trust Planner
Work Location Selangor, Malaysia
Employment Full Time
Monthly Gross Salary & Allowance MYR 2000 – 8000
No. of Vacancies 7
Job Scope:
  1. Explain and document for clients the types of services that are to be provided, and the responsibilities to be taken by the will & trust planner
  2. Guide clients in the gathering of information such as bank account records, properties details, insurance records, pension plan information, beneficials details and others information to complete the Will.
  3. Interview clients to determine their current income, expenses, insurance coverage, tax status, financial objectives, risk tolerance, and other information needed to develop a complete will & trust plan.
  4. Answer clients’ questions about the purposes and details of estate planning.
  5. Implement financial planning recommendations, or refer clients to someone who can assist them with plan implementation.
Requirements:
  • Candidate must possess at least SPM or higher qualification
  • Must be a Malaysian
  • Strong team player with excellent interpersonal communication skills
  • Excellent writing and language skills

Proactive in learning and completing the tasks assigned
No prior work experience required

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Internship
Work Location Selangor, Malaysia
Allowance MYR 700
No. of Vacancies 10
Job Scope:
  1. Energetic and committed in providing excellent customer service
  2. Good leadership qualities and a good record of extra-curricular activities
  3. Pleasant personality with Good communication skills
  4. Proactive, dedicated, innovative, resourceful, analytical and able to work under pressure
  5. Preferably specialized in Sales – Financial Services (Insurance, Unit Trust, etc) or equivalent
Requirements:
  • Have own transport
  • Candidate must possess at least SPM or higher qualification
  • Strong team player with excellent interpersonal communication skills
  • Excellent writing and language skills

Proactive in learning and completing the tasks assigned
No prior work experience required

APPLY NOW
Sales
Work Location Selangor, Malaysia
Employment Full Time
Monthly Gross Salary & Allowance MYR 2000 – 8000
No. of Vacancies 5
Job Scope:
  1. Build and maintain client bases, keeping current client plans up-to-date and recruiting new clients on an ongoing basis.
  2. Contact clients periodically to determine if there have been changes in their financial status.
  3. Devise debt liquidation plans that include payoff priorities and timelines.
  4. Explain and document for clients the types of services that are to be provided, and the responsibilities to be taken by the personal financial advisor.
  5. Guide clients in the gathering of information such as bank account records, income tax returns, life and disability insurance records, pension plan information, and wills.
  6. Implement financial planning recommendations, or refer clients to someone who can assist them with plan implementation.
  7. Interview clients to determine their current income, expenses, insurance coverage, tax status, financial objectives, risk tolerance, and other information needed to develop a financial plan.
  8. Monitor financial market trends to ensure that plans are effective, and to identify any necessary updates.
  9. Prepare and interpret for clients information such as investment performance reports, financial document summaries, and income projections.
  10. Recommend strategies clients can use to achieve their financial goals and objectives, including specific recommendations in such areas as cash management, insurance coverage, and investment planning.
  11. Research and investigate available investment opportunities to determine whether they fit into financial plans.
  12. Analyze financial information obtained from clients to determine strategies for meeting clients’ financial objectives.
  13. Answer clients’ questions about the purposes and details of financial plans and strategies.
  14. Review clients’ accounts and plans regularly to determine whether life changes, economic changes, or financial performance indicate a need for plan reassessment.
  15. Sell financial products such as mutual funds, and insurance if licensed to do so.
  16. Conduct seminars and workshops on financial planning topics such as retirement planning, estate planning, and the evaluation of severance packages.
Requirements:
  • Candidate must possess at least SPM or higher qualification
  • Must be a Malaysian
  • Strong team player with excellent interpersonal communication skills
  • Excellent writing and language skills

Proactive in learning and completing the tasks assigned
No prior work experience required

APPLY NOW
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