Financial Planner

FINANCIAL PLANNER JOB DESCRIPTIONS. RESPONSIBILITIES *To assist clients in financial needs analysis, financial planning decisions and risk mitigation *To reach out prospective clients to build strong customer base *To provide regular feedbacks on clients' changing needs *To empowers individuals through meaningful career that leads to fuller lives,...

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...

We are looking for a driven, proactive and analytical individual to join our Planning team. The planner will be responsible for analysing and interpreting sales and stock performance across product departments and countries as well as contribute to the further development of merchandise planning tools. The individual must have excellent mathematical problem...

This is a full-time remote role as a Life Planner at AIA can be located anywhere in Malaysia. The Life Planner will be responsible for providing financial planning services, assessing clients' insurance needs, and recommending suitable insurance products. They will also be involved in sales and marketing activities to promote insurance products and...

We are looking for a driven, proactive and analytical individual to join our Planning team. The planner will be responsible for analysing and interpreting sales and stock performance across product departments and countries as well as contribute to the further development of merchandise planning tools. The individual must have excellent mathematical problem...

Neu Dimension Sdn Bhd - Business Planner Job Vacancy Overview of position: Reporting directly to the CEO, as a Business Planner, you will play a vital role in driving strategic planning and business development initiatives within the organization. Your main responsibility will be to analyze market trends, assess business performance, and develop...

Position Overview We are seeking experienced regional demand planners, who would like to join our journey of reaching ‘Planning Excellence’ and become the Planning Centre of Excellence. The Regional Demand Planner is responsible for leading all demand planning activities (forecasting and ordering) of a specific portfolio of countries and/or brands,...

Are you ready to start a Noble Profession that helps you achieve financial freedom, personal growth, time flexible and the chance to make a meaningful impact on others' lives? Become an AIA Life Planner and determine your future success.We're seeking for individuals who are HUNGRY and WANT TO BE SUCCESSFUL to join our team. Whether you aspire to achieve...

**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 the Role:As a Senior Independent Financial Planner at Independent Resourcing Consultancy Ltd, you will play a key role in providing expert financial guidance to clients, helping them achieve their financial objectives and secure their financial futures.Key Responsibilities:Collaborate with clients to understand their financial goals and develop...

Purpose of the Job Support the Senior Corporate Planner in the investor relations (IR) function, including planning and conducting quarterly and ad-hoc analyst/investor briefings and meetings; managing and coordinating the preparation of the company’s annual report and other IR disclosures, presentations and reports; planning and maintaining...

**Responsibilities** - Monitor, report and interpret sales, margin and stock performance for all product groups and countries - Provide recommendations of actions to maximize sales and margin opportunities while limiting stock risk, demonstrating a deep understanding of key drivers such as sell-through - Forward forecast sales and margin performance...

**BAT is evolving at pace - truly like no other organisation.** **To achieve the ambition, we have set for ourselves, we are looking for colleagues who are ready to live our ethos every day. Come be a part of this journey!** **BAT DIGITAL BUSINESS SOLUTIONS IS LOOKING FOR A PURCHASING PLANNER** **GRADE: G33** **JOB TITLE**:Purchasing...

Financial Planner - Basic from RM2,800 - RM5,000 per month for Full Time position. - Min Diploma. - Age 28 - 45 Fresh Graduates are welcome. Job Scope of Financial Consultant for PruBSN Takaful : - To accumulate/finding/managing prospect list. - To present proposal and provide right advice to prospect. - To close deal and manage client's account/certificate....

**ROLE AND AREA OF RESPONSIBILITIES** **Demand Planning** 1. Drive monthly Demand Review Meetings with cross functional stakeholders. 2. Develop 18 months rolling demand forecast from historical sales data using both Statistical 3. Ensure the sales forecast consistency through the building of consensus between the commercial, financial budget and...

We are seeking a versatile and highly organized In-House Event Planner cum Admin to join our team. In this role, you will play a pivotal role in planning and executing various corporate events while also providing administrative support to our organization. This position offers an exciting opportunity for individuals with a passion for event planning and the...

Job Title: Executive Financial AdvisorAbout the Role:We are seeking a highly skilled and experienced Executive Financial Advisor to join our team in Kuala Lumpur - Malaysia. As an Executive Financial Advisor, you will be responsible for providing tailored financial advice and wealth management solutions to high-net-worth individuals and families.Key...

**Are you passionate about meticulous planning and attention to detail?** **Do you relish working with multiple teams to ensure on-time delivery?** **Join our Materials Planning team** Our Oilfield Services business provides intelligent, connected technologies to monitor and control our energy extraction assets. Our team provide technical expertise to...

TRG SUPERVISOR ASIA **Responsibilities** - Manage a team of TRG analysists. Organize schedules and assign tasks making sure the department necessities are always covered. - Master the existing real time compliance controls for all jurisdictions (Customer/beneficiary/transaction/corridor/country thresholds, filters and restrictions); all the existing...

**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 -...