Responsibility

Provide financial analysis and services to client for their financial needs in terms of risk management, mortgage loan and will & trust.

Willing to meet customer
Provide financial plan and services to client for their financial needs, ranging from wealth protection, wealth accumulation, wealth preservation and wealth distribution.
Develop individual financial plans in wealth protection, wealth accumulation, wealth preservation and wealth distribution.
Willing to meet customer
Provide financial plan and services to client for their financial needs, ranging from wealth protection, wealth accumulation, wealth preservation and wealth distribution.
Develop individualized financial plans in wealth protection, wealth accumulation, wealth preservation and wealth distribution.

What is your role & responsibilities:

Provide financial plan and services to clients for their financial needs, ranging from wealth protection, wealth accumulation, wealth preservation and wealth distribution
Approach & building an advisory relationship with customers.
Breed productive clients from various sources by networking, cold calling, or referral.
Develop individual financial plans in wealth protection, wealth accumulation, wealth preservation and wealth distribution.
Consulting financial product such as Insurance/Takaful.
Provide quality, meaningful advise & servicing for customers across product & services journey.
Communicate with customers through lifecycle regularly.
Source, recruit & develop your own team members.
Constantly update industry knowledge and learn about new products and services.

Dream Builder Advisory

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