Founded in 1983, IPP (Investment Protection Planning) is Singapore's most complete licensed financial planning advisory organization. As a pioneer in comprehensive financial planning, we have built a solid reputation in the region for our investment, protection and planning services. IPP Malaysia has offices in Petaling Jaya and Kuala Lumpur and we are expanding our Team. We are looking for result-driven and enthusiastic individuals who are willing to learn, to join the financial and investment planning team.
Financial Planner
Responsibilities :
- Establish and build clients contacts and database
- Make prospect calls and visits to describe products and services offered
- Gather clients' information and update database regularly
- Analysis of clients needs and offer solutions
- Implement plans and regular monitor and reviews
- Establish and build strategic alliances
- Promote company’s products and services
- Assist at seminars, trainings & events organized by the company
Requirements :
- Completion of CFP or equivalent is an advantage
- Speak good Bahasa, English and Chinese
- Tertiary Qualification
- Must possess own mode of transport
- Willing to learn and teachable attitude
- Result driven, energetic and positive
- Excellent communication and listening skills
- Enjoys working with people and always clients interest first
- Has plenty of initiative, loves new challenges and strong work ethics
Interested candidates are invited to email their resumes to:
career@ipp.com.my
Only short-listed candidates will be notified.
IPP Wealth Planners Sdn Bhd: www.ipp.com.my
