Financial Planner

**Responsibilities**: - Sell and promote bancassurance products and identify customer segments for new sales. - Perform prospecting and cold calls to engage with potential customers for sales. - Participate in sales and marketing events to acquire new customers. - Establish business relationships with customers to strengthen rapport for up-selling...

About UsAt Hebden Consulting, we provide comprehensive wealth management solutions to our international clients.Job OverviewWe are seeking a Senior Financial Planner to join our team in Malaysia. The successful candidate will be responsible for managing and growing a portfolio of affluent clients by providing tailored financial advice and investment...

1. Financial Advisory service: - Client Management - Case Management - Activity Management a) Attend all meetings with Clients / Leads together with Senior Advisor. b) Assist Senior Advisor in all administrative related tasks e.g instruction order, client database update and liaising with back office (Planning & Solutions / Sales Admin) for outstanding...

To be the No.1 insurance agency in AIA. â— - To create 100 MDRT's â— - To be the No.1 customer choice insurance agency in Malaysia â— - To create 30 District Managers OUR MISSION â— - To provide insurance expertise to clients â— - To provide a satisfactory service to clients â— - To create an environment where Life Planner/New Life Planner...

This is a full-time remote role as a Life Planner at AIA can be located anywhere in Malaysia. The Life Planner will be responsible for providing financial planning services, assessing clients' insurance needs, and recommending suitable insurance products. They will also be involved in sales and marketing activities to promote insurance products and...

About the RoleWe are seeking an experienced and certified Financial Planner to join our team in Kuala Lumpur, Malaysia. As a Financial Planner, you will play a key role in providing expert financial guidance to clients, helping them achieve their financial aspirations and strengthen their financial security.ResponsibilitiesConduct thorough financial...

**AIA LIFE PLANNER** - Job Type : _**Full-time**: - Salary : _**RM2,000.00 - RM9,000.00 per month**: - Schedule : _**5 working day / Flexible hours**: - Location : _**AIA Cap Square Tower, 10 Jalan Munshi Abdullah, 50100 Kuala Lumpur, Malaysia.** **Responsibilities**: - Call potential clients to expand their customer base - Explain the features of...

**AIA LIFE PLANNER** - Job Type_ **:Full-time**: - Salary_ **:RM2,000.00 - RM9,000.00 per month**: - Schedule_ **:5 working day / Flexible hours**: - Location_ **:AIA Cap Square Tower, 10 Jalan Munshi Abdullah, 50100 Kuala Lumpur, Malaysia.** Responsibilities: - Call potential clients to expand their customer base - Explain the features of various...

We are looking for a driven, proactive and analytical individual to join our Planning team. The planner will be responsible for analysing and interpreting sales and stock performance across product departments and countries as well as contribute to the further development of merchandise planning tools. The individual must have excellent mathematical problem...

**AIA LIFE PLANNER** - Job Type : _**Full-time**: - Salary : _**RM2,000.00 - RM9,000.00 per month**: - Schedule : _**5 working day / Flexible hours**: - Location : _**AIA Cap Square Tower, 10 Jalan Munshi Abdullah, 50100 Kuala Lumpur, Malaysia.** **Responsibilities**: - Call potential clients to expand their customer base - Explain the features of...

Position Overview We are seeking experienced regional demand planners, who would like to join our journey of reaching ‘Planning Excellence’ and become the Planning Centre of Excellence. The Regional Demand Planner is responsible for leading all demand planning activities (forecasting and ordering) of a specific portfolio of countries and/or brands,...

**The Opportunity** Our client, an Australian Mortgage Broker is looking for a **Financial Planning Administrator **to be a part of their growing team. This role focuses on providing ongoing support to the Financial Planners, in matters of advice and services to the company's clients. We are looking for an enthusiastic and driven individual to experience...

Are you ready to start a Noble Profession that helps you achieve financial freedom, personal growth, time flexible and the chance to make a meaningful impact on others' lives? Become an AIA Life Planner and determine your future success.We're seeking for individuals who are HUNGRY and WANT TO BE SUCCESSFUL to join our team. Whether you aspire to achieve...

Basic Allowance of RM 4,500 to RM 9,000 - Unlimited Income & Commission - Production Bonus - Monthly and Quarterly Incentives - Persistency Bonus - Recruitment Bonus *Overriding Commission - Training &Business Development. One stop financial center Diploma / Advanced Diploma / Higher Graduate Diploma / DVM / DKM Level 4 / DLKM Level 5

Purpose of the Job Support the Senior Corporate Planner in the investor relations (IR) function, including planning and conducting quarterly and ad-hoc analyst/investor briefings and meetings; managing and coordinating the preparation of the company’s annual report and other IR disclosures, presentations and reports; planning and maintaining...

**Responsibilities** - Monitor, report and interpret sales, margin and stock performance for all product groups and countries - Provide recommendations of actions to maximize sales and margin opportunities while limiting stock risk, demonstrating a deep understanding of key drivers such as sell-through - Forward forecast sales and margin performance...

ELITE PRO Life Planner 25 - 45 years old Degree holder with 3 years work experience; OR Diploma holder with 5 years work experience Anywhere in Malaysia Monthly income RM 3,500 ~RM 15,000 AlA Elite Academy offers an exclusive programme that is tailored to grow a new generation of skilled, professional and highly driven AIA Life Planners. We provide...

**ROLE AND AREA OF RESPONSIBILITIES** **Demand Planning** 1. Drive monthly Demand Review Meetings with cross functional stakeholders. 2. Develop 18 months rolling demand forecast from historical sales data using both Statistical 3. Ensure the sales forecast consistency through the building of consensus between the commercial, financial budget and...

We are seeking a versatile and highly organized In-House Event Planner cum Admin to join our team. In this role, you will play a pivotal role in planning and executing various corporate events while also providing administrative support to our organization. This position offers an exciting opportunity for individuals with a passion for event planning and the...

**BAT is evolving at pace - truly like no other organisation.** **To achieve the ambition, we have set for ourselves, we are looking for colleagues who are ready to live our ethos every day. Come be a part of this journey!** **BAT DIGITAL BUSINESS SOLUTIONS IS LOOKING FOR A PURCHASING PLANNER** **GRADE: G33** **JOB TITLE**:Purchasing...