Estate Planner

5 days ago

Petaling Jaya, Malaysia ALC Platform Sdn Bhd Full time

'¢ Provide will and trust, life insurance, health care, and other financial planning services for business, corporate and personal planner services to the client '¢ Help clients to meet their financial goals with suitable financial plans '¢ Consult clients about their financial planning services '¢ Review and update clients on their financial progress regularly '¢ Build good relationships with clients by providing the most suitable financial solution
ALCP is a Financial Planning Consultancy Company founded by industry professionals who involve in various financial and non-financial products mainly to develop a neutral platform for all personnel to gather, learn, network and exchange information. Our primary goal is to build a strong, long-term partnership with each clientele by being a good listener who offers suitable financial solutions not just products but provide clientele with life-long consultation for personal and family. Together, we intend to deliver a complete satisfaction to our good clientele by focusing to be a one-stop solution centre for all levels of financial needs. And with our extensive knowledge, our expertise and professionals and well trained to provide you with excellent service.
SPM / O Level / SKM Level 1 / SKM Level 2 / SKM Level 3 or Equivalent

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