Wealth Planner

Prudential BSN Takaful is hiring! **Responsibilities**: - Build strong clients relationships that retain and grow the wealth of the clients - Receive valuable market insight and feedback - Participate in company activities and training to increase knowledge and skills - Achieve individual sales targets and contribute - Must be creative and have a...

**Company Background**: We are representing one of a well known insurance company in Petaling Jaya, currently as they are expanding, they are looking for wealth planner associate to join the team. **Job Scope**: - Handle paperwork, documentation, and filing related to client accounts. - Maintain and update client records in our database. - Serve as the...

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...

**Responsibilities** - To on-board potential clients to IWM platform while providing clients with sound advice regarding their Islamic financial planning and account planning. - To establish their needs and obtain financial statements to develop financial plans to maximize profitability and manage cash flow and researching investment opportunities for...

**SOPHIA WEALTH MANAGEMENT** merupakan agensi yang sah beroperasi di bawah Etiqa Takaful. Usahasam bersama AGG dengan pencapaian sebagai Agensi No 1 di Malaysia selama tiga tahun berturut-turut, kami telah melahirkan banyak MDRT bertaraf antarabangsa. Dengan fasiliti moden yang lengkap, serta mengikut peredaran dalam sektor ekonomi, kami juga turut...

If you are looking to excel and make a difference, take a closer look at us Key Responsibilities and Accountabilities Functional _(job responsibilities)_ Wealth Management-i - Initiate, devise and undertake project development, implementation and deployment of key strategic initiatives for comprehensive product solutions in accordance to 4 pillars of...

You will be provided unlimited leads and will not need to prospect for new clients yourself. Base pay will be offered. A full range of life insurance products to help clients manage their wealth and protection needs will be available to you. Flexible working hours with the ability to work from home. **Requirements**: - A recognized University Degree /...

We are looking for enterprising advisors who want access to a range of products and to build their own team leveraging our platform. A full range of financial products to help clients manage their wealth and protection needs will be available to you. Leverage our platform and central team for support on marketing, lead generation and compliance. Continue...

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...

**SYNERGY GROUP RECRUITMENT** **Benefits** - Bridging income RM96,000 to RM120,000+, Unlimited commissions, Total Potential RM200,000 - Pruventure Plus BONUS RM20,000 - MDRT Development and Recognition - Pruventure promotion path within 24 month **Criteria** - AGE: RM6000 (if working) - FULLTIME / PART TIME / INTERNSHIP - PRUDNA PROFILING - TWO LEVEL...

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...

Prudential's purpose is to help people get the most out of life. We will deliver our purpose by creating a culture in which diversity is celebrated and inclusion assured, for our colleagues, customers, and partners. We provide a platform for our people to do their best work and make an impact to the business, and in exchange, we support our people's career...

Job Description: Sales Planning & Activities - Prepare and pro-actively execute sales plans for prospective customers from Bank’s leads (LMS) and self-generated leads - Actively participate and collaborate with other sales personnel at PBC/branch/region on sales activities/campaigns for customer acquisition and retention - Prepare and provide investment &...

Who thinks productivity matters to build income and build wealth. - Who enjoys continuous learning and possess any Diploma or above. - Possess personal values of integrity, helpful, coachable, competitive and ethical character. - Great working attitude: proactive with strong energy drive. Highly self-motivated, highly sales target driven and results...

Reports to the Head Of the Department to maintain clients’ files, do financial and planning and propose solutions for clients' cases. **Responsibilities**: 1. To handle and maintain all documentation. 2. To perform file preparation for the advisor’s appointment. 4. To deal with clients to arrange for document delivery. 5. Planning & Solution To assist...

Advising and managing clients wealth, insurance and will writing. Our machine learning algorithms evaluate job seekers based on their academic qualifications, CV, personality test and video interview to match them with best-suited vacancies. NEX (our AI recruiter) learns from thousands of applicants to discover the best match for a job. NEX is trained to...

**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...

**About Us** Pembangunan Ekuiti Sdn. Bhd. (PESB) is a Venture Capital Management Corporation registered with and regulated by Securities Commission Malaysia that prides itself on contemporary asset management principles, appropriate financial advice and long-term relationships. In line with PESB's goal in delivering remarkable returns to their...

**The Opportunity** Our client is an Australian-based financial planning company with over 30 years in personal financial & SME business advice profession. They are looking for a **Paraplanner** to be a part of their growing A-team, based in **Malaysia**. This role focuses on providing ongoing support to the Australian Financial Planners, in matters of...

**JAWATAN KOSONG AGEN PRUDENTIAL TAKAFUL (Elite Wealth Planner)** - Gaji_**: RM3,000.00 - RM5,000.00 per month (Tidak termasuk Komisen)** Jadual**: 5 working day / Flexible hours** Lokasi**: Mercu Maybank, I City, Seksyen 7, Shah Alam** kami menawarkan Program Gen-Z untuk membawa anda mencapai kejayaan serta membantu anda untuk menjadi Pengurus Kewangan...