Financial Wealth Planner

FWD - Annapurna Branch

RM1-2.1K[月薪]
现场办公 - 达义1-3年经验专科合同工
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职位描述

  • Provide financial advice to clients on insurance, savings, and budgeting.
  • Analyze personal financial data and create personalized plans.
  • Evaluate clients' financial status and recommend strategies for improvement.
  • Build and maintain strong client relationships for long-term success.
  • Stay updated with industry trends, insurance products, and financial solutions.
  • Meet activity goals and contribute to team targets and overall business growth.


  • Willing to work in a hybrid arrangement (BGC + field-based client visits).
  • Strong consultative approach with the ability to translate financial data into clear advice.
  • Must be goal-driven and capable of meeting sales and activity targets.
  • High professionalism, integrity, and commitment to client confidentiality.
  • Ability to handle multiple client accounts and follow through with personalized action plans.
  • Educational Qualifications: Diploma Course
  • Experience Level: 1-3 years in financial consulting or advisory roles.
  • Skills and Competencies: Strong analytical and communication skills
  • Working Conditions: 2x a month face to face meetings, the rest is field-based for client meetings
  • Qualities and Traits: Detail-oriented, problem-solver, ability to work independently and in teams.
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AC Austria

HR OfficerFWD - Annapurna Branch

工作地址

19F, The W Fifth Avenue

发布于 16 December 2025

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  • 或其他非法情况。
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