Financial Wealth Planner

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 sales.Requirements:...

**PRUDENTIAL (Elite Wealth Planner) - **_Fresh graduates are welcome to apply_ - Gaji_**: Elaun RM2,000.00 - RM5,000.00 per month (4-8 closed cases) +komisen** Jadual**: 5 working day / Flexible hours** Lokasi**: Mercu Maybank, I City, Seksyen 7, Shah Alam** **Diploma Degree Fresh Graduate digalakkan memohon** kami menawarkan Program Gen-Z untuk membawa...

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...

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...

**About Us** Blueprint Planning is a leading financial planning specialist that is committed to helping our clients realize their financial aspirations. We provide tailored and holistic financial planning services to our clients both in Malaysia and abroad. Our financial advisors have the knowledge and experience to assist our clients in a wide range of...

**About Us** Blueprint Planning is a leading financial planning specialist that is committed to helping our clients realize their financial aspirations. We provide tailored and holistic financial planning services to our clients both in Malaysia and abroad. Our financial advisors have the knowledge and experience to assist our clients in a wide range of...

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 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 worksQualifications: Bachelor's degree or...

**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...

**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 -...

**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...

-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...