Financial Wealth Planner

Responsibilities Handle and coordinate active tasks. Ensure file organization based on office protocol. Carry out clerical duties, including answering phones and preparing documents for clients. Processing and updating new client records. Provide ad hoc support around office as needed and office administrative worksQualifications: Bachelor's degree or...

Job descriptionSome careers shine brighter than others.If you're looking for a career that will help you stand out, join HSBC and fulfil your potential. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you further.Representing the largest...

Location: MY - Kuala Lumpur - A110Goodyear Talent Acquisition Representative: Bon Jovi SindaySponsorship Available: NoRelocation Assistance Available: No Responsible to develop Inventory Policy of all the PBUs after factoring Go To Market Model, service level requirements across SKUs and channels of distribution, demand and supply segmentaion, physical...

Contract type: FULL_TIME Specialism: Accountancy & Finance Focus: Finance Director Industry: Accountancy Salary: Market aligned Workplace Type: On-site Experience Level: Executive Location: Shah Alam FULL_TIME Consultant: YiChin Loke Job reference: L1JBXL-5A84E3F6 Date posted: 03 May 2024 shah-alam accountancy-finance/finance-director...

WORKING LOCATION:Lot 8, Jalan Sungai Kayu Ara 32/38, Berjaya Industrial Park, Seksyen 32, Shah Alam, 40460 SelangorJob Types:Full-time Preferred : Chinese / Indian KEY ACTIVITIES / ACCOUNTABILITIES; Specifically be accountable and responsible for inspecting the accuracy of goods delivered against delivery documents and ensuring goods are free from damages...

We are hiring for Nationwide from Peninsular & West Malaysia.Please specific which state/ area are you prefer.Job Location: Perlis Kedah Perak Kuala Lumpur Selangor Pahang Seremban Melaka Johor Sabah SarawakJob Benefits: Exploring in banking industry. Attractive start basic salary from RM 2,000 RM 5,000 Attractive allowances up to RM 200 RM 300 Attractive...

Location: Based in Malaysia (TTDI, Kuala Lumpur)Industry: Fashion & RetailDepartment: Retail PlanningMain Function: Allocate the appropriate merchandise mix (STA) for each boutique to achieve projected sales, GP%, and stock turnover according to the company's OTB vs. Sales manual. Generate data to facilitate quick repeat orders and maximize sales. Recommend,...

**Responsibilities**: - To provide retirement planning, insurance and investment planning with right financial product for clients. - Responsible to manage and develop new sales leads and business opportunities. - Work at own flexible timing. Must able to attend trainings and weekly team meeting. - To service clients and provide support for after...

**Responsibilities**: - To provide retirement planning, insurance and investment planning with right financial product for clients. - Responsible to manage and develop new sales leads and business opportunities. - Work at own flexible timing. Must able to attend trainings and weekly team meeting. - To service clients and provide support for after...

**PRUDENTIAL (Elite Wealth Planner) - **_Fresh graduates are welcome to apply_ - Gaji_**: Elaun RM2,000.00 - RM5,000.00 per month (4-8 closed cases) +komisen** Jadual**: 5 working day / Flexible hours** Lokasi**: Mercu Maybank, I City, Seksyen 7, Shah Alam** **Diploma Degree Fresh Graduate digalakkan memohon** kami menawarkan Program Gen-Z untuk membawa...

Job Responsibilities - Drive sales and formulate action plans to achieve sales target. - Conduct presentations and provide consultations / proposals to potential clients in meeting their business and operational needs. - Build and foster long term and profitable relationships by providing quality and professional customer service. - Work closely with...

Job Responsibilities - Drive sales and formulate action plans to achieve sales target. - Conduct presentations and provide consultations / proposals to potential clients in meeting their business and operational needs. - Build and foster long term and profitable relationships by providing quality and professional customer service. - Work closely with...

**About Us** Blueprint Planning is a leading financial planning specialist that is committed to helping our clients realize their financial aspirations. We provide tailored and holistic financial planning services to our clients both in Malaysia and abroad. Our financial advisors have the knowledge and experience to assist our clients in a wide range of...

**About Us** Blueprint Planning is a leading financial planning specialist that is committed to helping our clients realize their financial aspirations. We provide tailored and holistic financial planning services to our clients both in Malaysia and abroad. Our financial advisors have the knowledge and experience to assist our clients in a wide range of...

Responsibilities - Handle and coordinate active tasks. - Ensure file organization based on office protocol. - Carry out clerical duties, including answering phones and preparing documents for clients. - Processing and updating new client records. - Provide ad hoc support around office as needed and office administrative works **Qualifications**: -...

**Responsibilities**: - To provide retirement planning, insurance and investment planning with right financial product for clients. - Responsible to manage and develop new sales leads and business opportunities. - Work at own flexible timing. Must able to attend trainings and weekly team meeting. - To service clients and provide support for after...

**Responsibilities**: - To provide retirement planning, insurance and investment planning with right financial product for clients. - Responsible to manage and develop new sales leads and business opportunities. - Work at own flexible timing. Must able to attend trainings and weekly team meeting. - To service clients and provide support for after...

**Responsibilities**: 1. Build strong customer relationships that retain and increase customers' wealth in financial planning services. 2. Identify market segmentation and initiate contact for data collection. 3. Analyze data to identify the current financial situation. 4. Propose the recommendation based on current financial situation to achieve specific...

**Responsibilities**: 1. Build strong customer relationships that retain and increase customers' wealth in financial planning services. 2. Identify market segmentation and initiate contact for data collection. 3. Analyze data to identify the current financial situation. 4. Propose the recommendation based on current financial situation to achieve specific...

**Responsibilities**: 1. Build strong customer relationships that retain and increase customers' wealth in financial planning services. 2. Identify market segmentation and initiate contact for data collection. 3. Analyze data to identify the current financial situation. 4. Propose the recommendation based on current financial situation to achieve specific...

Education - Minimum SPM but Diploma and above are preferred - All applicants will need to go through interviews Experience - Minimum 1 year working experience but Fresh Graduates can apply - Training provided by agency and company - Sharing awareness and do sales in takaful products - Servicing client's needs and claims with the assistance from Prudential -...

**Responsibilities**: - To provide retirement planning, insurance and investment planning with right financial product for clients. - Responsible to manage and develop new sales leads and business opportunities. - Work at own flexible timing. Must able to attend trainings and weekly team meeting. - To service clients and provide support for after...

-Job description **Some careers shine brighter than others.** If you’re looking for a career that will help you stand out, join HSBC and fulfil your potential. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you further. Representing...

**Responsibilities**: 1. Build strong customer relationships that retain and increase customers' wealth in financial planning services. 2. Identify market segmentation and initiate contact for data collection. 3. Analyze data to identify the current financial situation. 4. Propose the recommendation based on current financial situation to achieve specific...

**Responsibilities**: 1. Build strong customer relationships that retain and increase customers' wealth in financial planning services. 2. Identify market segmentation and initiate contact for data collection. 3. Analyze data to identify the current financial situation. 4. Propose the recommendation based on current financial situation to achieve specific...

**Responsibilities**: 1. Build strong customer relationships that retain and increase customers' wealth in financial planning services. 2. Identify market segmentation and initiate contact for data collection. 3. Analyze data to identify the current financial situation. 4. Propose the recommendation based on current financial situation to achieve specific...

**Responsibilities**: 1. Build strong customer relationships that retain and increase customers' wealth in financial planning services. 2. Identify market segmentation and initiate contact for data collection. 3. Analyze data to identify the current financial situation. 4. Propose the recommendation based on current financial situation to achieve specific...