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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:
- 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
- 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.
- 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.
- Answer clients’ questions about the purposes and details of estate planning.
- 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
Internship
| Work Location | Selangor, Malaysia |
|---|---|
| Allowance | MYR 700 |
| No. of Vacancies | 10 |
Job Scope:
- Energetic and committed in providing excellent customer service
- Good leadership qualities and a good record of extra-curricular activities
- Pleasant personality with Good communication skills
- Proactive, dedicated, innovative, resourceful, analytical and able to work under pressure
- 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
Sales
| Work Location | Selangor, Malaysia |
|---|---|
| Employment | Full Time |
| Monthly Gross Salary & Allowance | MYR 2000 – 8000 |
| No. of Vacancies | 5 |
Job Scope:
- Build and maintain client bases, keeping current client plans up-to-date and recruiting new clients on an ongoing basis.
- Contact clients periodically to determine if there have been changes in their financial status.
- Devise debt liquidation plans that include payoff priorities and timelines.
- 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.
- 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.
- Implement financial planning recommendations, or refer clients to someone who can assist them with plan implementation.
- 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.
- Monitor financial market trends to ensure that plans are effective, and to identify any necessary updates.
- Prepare and interpret for clients information such as investment performance reports, financial document summaries, and income projections.
- 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.
- Research and investigate available investment opportunities to determine whether they fit into financial plans.
- Analyze financial information obtained from clients to determine strategies for meeting clients’ financial objectives.
- Answer clients’ questions about the purposes and details of financial plans and strategies.
- Review clients’ accounts and plans regularly to determine whether life changes, economic changes, or financial performance indicate a need for plan reassessment.
- Sell financial products such as mutual funds, and insurance if licensed to do so.
- 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