Digital Financial Planner

Identify & acquire new customers for financial products. - Analyze financial information obtained from clients to determine strategies to meet clients' financial needs. - Conducting in-depth reviews of the client's financial circumstances, current provision and future aims. - Provide financial products to meet given or negotiated Sales targets. - To provide...

1) Provide service to clients’ changing insurance needs by selling AIA products and services: life, health, and disability insurance 2) Create and maintain good rapport with clients by offering good quality services for repeat business and referrals 3) Conduct in-depth reviews of clients’ financial plan, current provision and future aims and assist...

1) Provide service to clients’ changing insurance needs by selling AIA products and services: life, health, and disability insurance 2) Create and maintain good rapport with clients by offering good quality services for repeat business and referrals 3) Conduct in-depth reviews of clients’ financial plan, current provision and future aims and assist...

1) Provide service to clients’ changing insurance needs by selling AIA products and services: life, health, and disability insurance 2) Create and maintain good rapport with clients by offering good quality services for repeat business and referrals 3) Conduct in-depth reviews of clients’ financial plan, current provision and future aims and assist...

1) Provide service to clients’ changing insurance needs by selling AIA products and services: life, health, and disability insurance 2) Create and maintain good rapport with clients by offering good quality services for repeat business and referrals 3) Conduct in-depth reviews of clients’ financial plan, current provision and future aims and assist...

1) Provide service to clients’ changing insurance needs by selling AIA products and services: life, health, and disability insurance. 2) Create and maintain good rapport with clients by offering good quality services for repeat business and referrals. 3) Conduct in-depth reviews of clients’ financial plan, current provision and future aims and assist...

1) Provide service to clients’ changing insurance needs by selling AIA products and services: life, health, and disability insurance. 2) Create and maintain good rapport with clients by offering good quality services for repeat business and referrals. 3) Conduct in-depth reviews of clients’ financial plan, current provision and future aims and assist...

1) Provide service to clients’ changing insurance needs by selling AIA products and services: life, health, and disability insurance 2) Create and maintain good rapport with clients by offering good quality services for repeat business and referrals 3) Conduct in-depth reviews of clients’ financial plan, current provision and future aims and assist...

1) Provide service to clients’ changing insurance needs by selling AIA products and services: life, health, and disability insurance. 2) Create and maintain good rapport with clients by offering good quality services for repeat business and referrals. 3) Conduct in-depth reviews of clients’ financial plan, current provision and future aims and assist...

Insurance risk consultants prepare reports for insurance underwriters. For this purpose, they undertake surveys in order to determine the potential financial risk for personal products, properties or sites. Prudential Takaful Diploma / Advanced Diploma / Higher Graduate Diploma / DVM / DKM Level 4 / DLKM Level 5

Responsibilities: - Responsible to manage and initiate contacts and leads as well as develop new business opportunities. - To conduct fact-find, need analysis for customer and ensure prompt advice and solutions are offered to customer. - To assist our customers in enhancing their wealth and achieving their financial goals through proper management of...

Payroll calculation - Create and update expense reports - Process reimbursement forms - Prepare bank deposits - Enter financial transactions into internal databases - Check spreadsheets for accuracy - Maintain digital and physical financial records - Issue invoices to customers and external partners, as needed - Review and file payroll documents -...

be exposedPresentable and competence to Write simple, unbiased and useful contents related to personal finance. - Contribute in FACTs content creation for online content and social media. - Support in daily marketing administrative duties. - Proactive in team for all execution plans. - Strong command of English communication. Advantageous if able to write in...

If you are looking to excel and make a difference, take a closer look at us - Functional _(job responsibilities)_ - Aggressively source and book new loans for the Bank. - Marketing & selling personal loan/business cash loan/ asb loan & cross sell credit cards & other banks products. - Responsible to meet monthly targets and minimum standard of performance. -...

Bookkeeping and Data Entry: Assist in maintaining accurate financial records by entering data into the company's accounting system. Input invoices, receipts, and other financial transactions into the appropriate databases. Review and reconcile data to ensure accuracy and resolve discrepancies. Clerical Support: Organize and file financial documents,...

**Job Requirement** - Have DESIRE to earn more money and looking for career advancement opportunity. - Fresh graduate welcome to apply. - Experience in Sales Department, Banking and financial line (Mortgage/SME/Personal Loan) will be added as advantage. - Able to work in team as well as independently. - Good hunter attitude and highly motivated. - Good...

If you are looking to excel and make a difference, take a closer look at us Functional _(job responsibilities)_ - Acquire new account relationships. - Manage a portfolio of existing Commercial Banking Account relationship in order to grow both funded income and non-funded income. - Manage a portfolio of accounts in order to provide value - added banking...