Wealth Consultant/ Manager

5 days ago


Ipoh, Malaysia SHAZAY AND ASSOCIATES Full time

Executive Summary Shazay & Associates (Shazay) founded in 2012 is among the fastest growing insurance agency representing Prudential Assurance Malaysia Bhd (107655-U) and Prudential BSN Takaful Berhad What really set Shazay apart from its competitors are its people and its rapid growth in the industry both in new business sales and manpower growth What is the Agency about? Shazay Associates is an insurance/takaful agency firm with nation-wide capabilities committed to being an agency of first choice for clients who demand the best in quality service delivery and professional expertise. We are dedicated wealth planner professionals who are in law an agent of our clients. We are required by law to act in the best interest of our clients. Primarily, we help our clients to identify their insurance/takaful needs, and buy the needed insurance/takaful on behalf of our clients on the most favourable terms and price. We are also responsible for the processing and negotiation of claims under the insurances we buy for our clients. Agency Overview Shazay is a financial consultation representing PAMB and PBTB Situated in Damansara Intan Petaling Jaya,Selangor.We are currently servicing a wide clientele base, ranging from high net worth individuals to Corporate companies and SMI companies in Malaysia. Our main focus besides providing financial solutions is to develop more entrepreneurs through our ENTREPRENEURSHIP DEVELOPMENT PROGRAM - Develop millennial successfull profesional advisor.
Bachelor's or Equivalent



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