A Practise Manager / Practise Group Director is responsible for providing financial advice and support to clients and a team of Financial Consultants to enable them to make sound advice and solutions/recommendations to meet clients’ financial needs.
Participate in strategic planning and formulate long-term business plans.
Recruit new consultants.
Lead and work on business development projects.
Monitor performance efficiency and liaising with team members
The ability to build and lead cohesive working teams.
Bachelor’s degree or equivalent 3 years of marketing/sales experience.
Accreditation in RFP, CFP® or ChFC® is required.
Must be licensed with regulator.
Bumiputras are highly encouraged to apply.
High commitment to team members’ business development and good time management skills with the ability to prioritise.
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Reg. No. 200901022427 (865525-W).
Licensed by the Securities Commission and Bank Negara Malaysia, We are a Leading Financial Planning and Advisory Firm in Malaysia.
We provide comprehensive and impartial financial advice that is custom tailored to every clients’ interests and needs.
Supported by robust and thorough Wealth Management Research & Support.
Empowering our Clients with access to top-line financial advice and customized financial plans geared towards financial freedom.