Financial Wealth Planner

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...

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...

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 -...

-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...

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 -...

-Job description **Some careers have more impact than others.** If you’re looking for a career where you can make a real impression, join HSBC and discover how valued you’ll be. HSBC is one of the largest banking and financial services organizations in the world, with operations in 64 countries and territories. We aim to be where the growth is,...

**Role and responsibilities**: - To promote and professionally sell a wide range of insurance products to potential clients as on takaful financial, medical, income, children education, and retirement. - To provide professional advice on financial products based on customer needs. - To build strong client relationships to retain and grow the wealth of the...

**Role and responsibilities**: - To promote and professionally sell a wide range of insurance products to potential clients as on takaful financial, medical, income, children education, and retirement. - To provide professional advice on financial products based on customer needs. - To build strong client relationships to retain and grow the wealth of the...

**Role and responsibilities**: - To promote and professionally sell a wide range of insurance products to potential clients as on takaful financial, medical, income, children education, and retirement. - To provide professional advice on financial products based on customer needs. - To build strong client relationships to retain and grow the wealth of the...

**Role and responsibilities**: - To promote and professionally sell a wide range of insurance products to potential clients as on takaful financial, medical, income, children education, and retirement. - To provide professional advice on financial products based on customer needs. - To build strong client relationships to retain and grow the wealth of the...

**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...

Location: MY - Kuala Lumpur - A110 Goodyear Talent Acquisition Representative: Bon Jovi Sinday Sponsorship Available: No Relocation 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...

**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...

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 - Sarawak **Job Benefits**: - Exploring in banking industry. - Attractive start basic salary from RM 2,000 - RM 5,000 -...