Life Planner

Updated: May 15, 2024 01:48 PM GMT

KK SUNDUVAN

Kota Kinabalu, Sabah

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Company Description

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Role Description

This is a full-time on-site role as a Life Planner at KK SUNDUVAN located in Kota Kinabalu. The Life Planner will be responsible for daily tasks related to financial planning and providing guidance to clients. They will evaluate clients' financial needs, develop financial plans, and offer advice on investment strategies and insurance options. The Life Planner will also build and maintain client relationships and stay updated on industry trends and regulations.

Qualifications
• Proven experience in financial planning, investment management, or related field
• Strong knowledge of financial products, markets, and regulations
• Excellent communication and interpersonal skills
• Ability to analyze complex financial information and provide tailored recommendations
• Certifications in financial planning or related areas are... More Detail