Interviewing clients to determine financial status and objectives, risk tolerance and other information needed to develop financial plans and investment strategies;
Setting financial objectives, and developing and implementing strategies for achieving them;
Arranging to buy and sell unit trust funds for clients;
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SPM / O Level /SKM Level 1 / SKM Level 2 / SKM Level 3 or Equivalent
Self Employed
Willing to learn and self discipline
Have Own Transport
Having a sales experience is a plus point
Tasks & responsibilities
Assist customers to achieve their financial goals by promoting Public Mutual products
Review Customer Investment Performance on yearly basis
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