About the job

My Wishes Integrated Services was established in 2008 to serve primarily individuals and small business customers. The agency has more than 20 years of experiences in financial planning, estate planning and wealth protection.

Responsibilities

• Analyze clients' financial statuses.
• Examine and suggest financial opportunities.
• Develop sound plans and budgets for clients.
• Customize financial plans according to clients' changing needs.
• Help clients implement their plans and carry out transactions.
• Present and sell suitable financial products and services.
• Find and approach prospective clients.
• Build strong relationships to retain existing clients.
• Maintain updated knowledge of regulations, practices and financial products.

Requirements

• Proven experience as financial planner or similar role; experience in sales or customer service is an asset.
• Ability to analyze financial information and comply with regulations.
• Proficiency in MS Office and CRM systems.
• Keen eye to detail and strong math skills.
• Good ethics, with a customer-oriented attitude.
• Outstanding communication skills, with the ability to foster long-term relationships.

Perks & Benefits

• Commission and bonus
• Flexible working hours
• Regular team activities
• Socso
• Personal leave
• Open culture
• Personal development opportunities