Estate Planner

7 days ago

Petaling Jaya, Malaysia OTS RISK MANAGEMENT SDN BHD Full time

'¢ To provide will and trust, life insurance, health care, and other financial planning services for business, corporate and personal planner services to the client '¢ To help people throughout their financial goals in life by proper and successful financial planning. '¢ Giving consultant to clients about their financial planning services '¢ Review and update clients on their financial progress regularly '¢ Build good relationships with clients by providing the most suitable financial solution
The Company is principally engaged in insurance agency and related consultancy services.
Diploma / Advanced Diploma / Higher Graduate Diploma / DVM / DKM Level 4 / DLKM Level 5

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