Finance Internship: Client Advisory & Planning

Unison Wealth Group Sdn Bhd; Kuala Lumpur; On-site; MYR 60,000 - 90,000; Full time

Job summary

Unison Wealth Group Sdn Bhd in Kuala Lumpur is seeking a client-focused financial advisor to assess clients' financial needs and tailor suitable solutions. You will interview clients, present plans, and follow up to ensure goals are met.

You will build and maintain a client base, update existing plans, and recruit new clients by highlighting available financial tools that fit each strategy. Strong communication and integrity are essential.

Responsibilities

• Assessing and evaluating the client’s financial needs and offering solutions accordingly.
• Facilitating client to improve their financial needs to meet their financial goal.
• Researched and investigated available_financial tools_to fit into financial plans_
• Administer client interview and follow-up activities, including feedback procedures and referencing
• Build and maintain client bases, keeping current client plans up-to-date and recruiting new clients on an on...

Job description

Unison Wealth Group Sdn Bhd in Kuala Lumpur is seeking a client-focused financial advisor to assess clients' financial needs and tailor suitable solutions. You will interview clients, present plans, and follow up to ensure goals are met.

You will build and maintain a client base, update existing plans, and recruit new clients by highlighting available financial tools that fit each strategy. Strong communication and integrity are essential.