Wealth Planner

**WEALTH PLANNER**

Kuching

**Job details**

Matches job preferencesyou are **Interested** in

Salary

RM 3,000 - RM 5,000 a month

Job Type

Full-time

Fresh graduate

Shift and Schedule

Monday to Friday
- Attend meetings, seminars, and programs to learn about new products and services
- Calculate premiums and establish payment methods
- Report the progress of initiatives to stakeholders
- Maintain bookkeeping systems, databases, and records
- Monitor insurance claims
- Meet customers’ expectation to ensure satisfaction of insurance coverage
- Continuously educate yourself on the industry and learn about new products and services
- Fulfill all policy requirements
- Help clients settle any claims on their insurance
- Customize insurance programs to suit individual customer needs
- Ensure that policy requirements are fulfilled, including completion of the appropriate forms
- Inspect property in order to examine its overall condition and decide its insurance risk
- Make sure all paperwork is filled out and filed to put insurance policies in place

**Job Types**: Full-time, New-Grad

Pay: RM3,000.00 - RM5,000.00 per month

**Benefits**:

- Flexible schedule
- Opportunities for promotion
- Professional development

Schedule:

- Monday to Friday

Ability to commute/relocate:

- Kuching: Reliably commute or planning to relocate before starting work (required)

**Education**:

- Diploma/Advanced Diploma (preferred)

**Experience**:

- Financial Advisor: 1 year (preferred)

**Language**:

- Mandarin (preferred)
- Bahasa (preferred)

**Salary**: From RM5,000.00 per month

**Benefits**:

- Opportunities for promotion
- Professional development

Schedule:

- Day shift

Supplemental pay types:

- Commission pay
- Performance bonus

Ability to commute/relocate:

- Kuching: Reliably commute or planning to relocate before starting work (required)

**Education**:

- Diploma/Advanced Diploma (preferred)

**Experience**:

- Planning: 1 year (preferred)

**Language**:

- Mandarin (preferred)
- Bahasa (preferred)