- Researching market Financial products
- Analyzing financial profile for personal financial planning
- Attending conferences and meeting
- Customer relationship management of companies clients
- Assist in recruitment of company potential talents
- Drafting financial plan.
- General support to financial advisors of the company.

- Minimum Diploma/ Bachelor Degree in Finance, Business Administration, Accounting, Marketing, Human Resource or other relevant fields. Other Diploma/ Bachelor Degree are encouraged to apply.
- Candidate should be able to communicate and write in Mandarin (due to business nature) , English and Malay languages.
- Attitude: Eager for learning, Independent, Good follower, Good self- disciplined.