Executive Financial Planner

Assessing client's financial needs and providing comprehensive financial advice - Assisting clients in choosing insurance plans that suit their needs - Help clients to plan and manage personal and family financial goals - Evaluating client's risk tolerance and offering corresponding risk management advice **Salary**: RM1,617.00 - RM9,358.70 per...

U-Need Wealth Planners Sdn. Bhd. is a multi-racial team and Million Dollar Agency (MDA Direct Team) for many years. We are the authorized agency of AIA Public Takaful Bhd and we provide a broad range of Takaful financial products and services. We are searching for dedicated and ambitious individuals who have the passion to excel to join our growing family....

To promote and professionally sell selected range of insurance products to achieve sales target. To provide customer existing and potential customers professional advice on appropriate financial products based on customer's need To ensure customer satisfaction and provide excellent after sales service To plan and implement sales activities related to...

Company BackgroundA recruiter's client is seeking a Financial Controller/CFO position to be based in Ipoh, Perak.Financial Controller/CFOIndustry: Mechanical & Electrical Service Provider (Industrial Construction Industry)Location: Ipoh, PerakMain Responsibilities:To develop and implement financial strategies that align with the company's objectives,...

U-Need Wealth Planners Sdn. Bhd. is a multi-racial team and Million Dollar Agency (MDA Direct Team) for many years. We are the authorized agency of AIA Public Takaful Bhd and we provide a broad range of Takaful financial products and services. We are searching for dedicated and ambitious individuals who have the passion to excel to join our growing family....

Handle full set of accounts and perform month-end closing in a timely manner for subsidiary & group accounts and related party accounts. - Generate financial reports for the Director and track the financial health of the company. - Develop and conduct internal reviews and follow-ups to ensure that finance and operations controls and policies are complied...

Job Position : Transport Operation Executive - Coordination and management of order management - Customer Service - Create job in system and plan for efficient & profitable operation routing - Manage transport operation packaged with different types of transportation - Evaluate, monitor and improve delivery performance and handle non-conformance service...

The Company The world’s leading supplier of mineral-based specialty solutions for industry with 14,000 employees, operations in more than 40 countries, and €4.3 billion in revenue in 2022. - If you want to grow your skills and develop your career, find out more at The Position Demand & Production Planner Job Summary Responsible for customer order...

**Full Job Description** **Job Roles**: 1. Participating in activity to procure business opportunities. 2. Evaluate business or individual‘s needs and propose suitable financial products. 3. Engaging with customer to provide insurance and financial consultation. 4. Follow up on the customer's request and policy servicing. 5. Sustain relationship for...

The CompanyThe world's leading supplier of mineral-based specialty solutions for industry with 14,000 employees, operations in more than 40 countries, and €4.3 billion in revenue in 202- If you want to grow your skills and develop your career, find out more atThe PositionDemand & Production PlannerJob SummaryResponsible for customer order commitment by...

Negotiating rates, exclusive inclusions and service agreements with operator. - Reviewing the performance of the product (sales / competitor) and recommend strategies to gain market share whilst maintaining product margins. - Develop exclusive agreements where possible to facilitate the growth of the destinations - Work closely with Operations for each new...

Duties and Responsibilities: - To develop and implement financial strategies that align with the company's objectives, ensuring compliance with financial regulations and reporting standards - To provide leadership, direction and management of the finance and accounting team - To offer strategic recommendations to the CEO and members of the executive...

Responsible for marketing **banking products **at bank branches - To build relationships with bank customers for up selling and **providing professional personal financial advisory services**: - Engage in sales and marketing event at the bank. - Provide follow up on the policy servicing services to customer, i.e. payment mode, change in plans, trustee...

Requirements Fresh Graduate are welcome to apply Min SPM / Diploma or equivalent in related field Discipline, self motivated and independent Computer literate Fluent in English & Bahasa Malaysia Experience preferred but not essential Able to travel when requiredResponsibility Able to handle enquiry and prepare quotation to client Explore, identify and...

**Requirements** - Fresh Graduate are welcome to apply - Min SPM / Diploma or equivalent in related field - Discipline, self motivated and independent - Computer literate - Fluent in English & Bahasa Malaysia - Experience preferred but not essential - Able to travel when required **Responsibility** - Able to handle enquiry and prepare quotation to client -...

U-Need Wealth Planners Sdn. Bhd. is a multi-racial team and Million Dollar Agency (MDA Direct Team) for many years. We are the authorized agency of AIA Public Takaful Bhd and we provide a broad range of Takaful financial products and services. We are searching for dedicated and ambitious individuals who have the passion to excel to join our growing family....

Responsible for marketing banking products at bank branches To build relationships with bank customers for up selling and providing professional personal financial advisory services: Engage in sales and marketing event at the bank. Provide follow up on the policy servicing services to customer, i.e. payment mode, change in plans, trustee appointment,...

**Work Benefits** - Basic Salary of RM2600 - RM10,000 with commissions, bonuses, and cash incentives - Yearly incentive trips and performance bonus - Preferential of Banking facility rates - Unlimited Medical Coverage - Permanent Employment **Responsibilities** - **Sell and promote bancassurance products** and identify customer segments for new sales -...

**Work Benefits** - Basic Salary of RM2600 - RM10,000 with commissions, bonuses, and cash incentives - Yearly incentive trips and performance bonus - Preferential of Banking facility rates - Unlimited Medical Coverage - Permanent Employment **Responsibilities** - **Sell and promote bancassurance products** and identify customer segments for new sales -...

Financial Controller/CFO (Based in Ipoh, Perak)We are representing our clients for the Financial Controller/CFO position to be based in Ipoh, Perak. Location: Ipoh, PerakMain Responsibilities:To develop and implement financial strategies that align with the company's objectives, ensuring compliance with financial regulations and reporting standardsTo provide...