Wealth Planner

4 days ago

Petaling Jaya, Malaysia Great CSA Management Full time

Financial planners assist people dealing with various personal financial issues. They are specialised in financial planning, such as retirement planning, investment planning, risk management and insurance planning, and tax planning. They advise a strategy tailored to the client's needs. They ensure the accuracy of bank and other financial records while maintaining a customer-orientated approach and following ethical standards.
Great CSA Management consist young team of financial professionals advising and helping individual, family and corporate client to seek best suited financial products on Risk Planning, Wealth Planning, Estate Planning, Banking & Finance, Accounting & Tax and Investment Planning and Life Planning.
SPM / O Level / SKM Level 1 / SKM Level 2 / SKM Level 3 or Equivalent

  • Wealth Planner

    7 months ago

    Petaling Jaya, Malaysia Worldlink Success Sdn Bhd Full time

    We are recruiting to be a part of member of our agency. As a matter of fact, joining us as a Wealth Planner, you are indeed an entrepreneur rather than an employee. As an entrepreneur, we have many advantages such as time flexibility and lucrative income; The sky is the limit and you may earn an outstanding income at a very young age. **What is PruVenture...

  • Administrative Executive

    8 months ago

    Subang Jaya, Malaysia VA Wealth Planners Sdn Bhd Full time

    Administration of Agency daily Operations **Job Requirements**: - Education Minimum SPM/Diploma - Location: Petaling Jaya, Klang Valley Selangor - Familiar with Basic Computing - Familiar with Basic Book Keeping - Can communicate well in BM, Mandarin and English - Comprehensive Training provided **Disability type**: Not Applicable - About VA Wealth...

  • Wealth Manager

    7 months ago

    Subang Jaya, Malaysia TMC International Consultancy Sdn Bhd Full time

    **Full-time, Part-time, Fresh graduate, Internship** - **[ Wealth Planner - PRUVenture Gen-Z ]**_ Tailored for today's young and dynamic talents who seek opportunities to grow their income and take their career to greater heights. Applicants will have to meet all the required criteria. - Basic from RM3,000 - RM5,000 per month for Full Time position. - Part...

  • Financial Planner

    6 months ago

    Petaling Jaya, Malaysia Agensi Pekerjaan JS Staffing Sdn Bhd Full time

    Our client, a Well-known Multinational Financial Wealth Agency, is looking for Financial Planner to provide financial advisory to clients. **Flexible working time and good working culture** **Potential 5 figures income earning and opportunity to go travel** **There is a FREE financial advisory seminar at Plaza 33 PJ for 2...

  • Wealth Planner

    13 hours ago

    Petaling Jaya, Malaysia Zeneration Agency Full time

    **Requirements**: - Malaysian citizen. - Ability to speak English and Bahasa Malaysia or Mandarin. - Must possessed own transportation. - Strong drive, goal-oriented, disciplined, self-motivated with an entrepreneur mindset. - Able to challenge themselves and work independently and as a team player. - Good communication skills. - Self motivated with strong...

  • Wealth Planner

    7 months ago

    Subang Jaya, Malaysia Iman Group Advisory, Subang Branch Full time

    Advise clients on retirement savings, education fund planning, hospital & medical funds planning as well as Hibah. - Prepare financial plan according to client's needs. - Maintain a good relationship with clients by providing high standards of service **Job Types**: Full-time, Part-time **Salary**: RM3,000.00 - RM20,000.00 per month **Benefits**: -...

  • Wealth Planner

    7 months ago

    Petaling Jaya, Malaysia Worldlink Success Sdn Bhd Full time

    我們正在招募成為我們機構的成員。 事實上，加入我們成為財富規劃師，您確實是企業家，而不是員工。 身為創業者，我們擁有時間靈活、收入豐厚等諸多優勢；天空是無限的，您可能在很小的時候就獲得了豐厚的收入。 **什麼是 PruVenture 計劃 (PV)？** - PV...

  • Jawatan Kosong Agen Prudential Takaful

    13 hours ago

    Petaling Jaya, Malaysia GREEN MAN EMPIRE Full time

    **JAWATAN KOSONG AGEN PRUDENTIAL TAKAFUL (Elite Wealth Planner)** - Gaji_**: RM3,000.00 - RM5,000.00 per month (Tidak termasuk Komisen)** Jadual**: 5 working day / Flexible hours** Lokasi**: Mercu Maybank, I City, Seksyen 7, Shah Alam** **Diploma Degree Fresh Graduate diglakkan memohon** kami menawarkan Program Gen-Z untuk membawa anda mencapai kejayaan...

  • Agency Strategic Development, Consultant

    7 months ago

    Petaling Jaya, Malaysia AIA Full time

    At AIA we’ve started an exciting movement to create a healthier, more sustainable future for everyone. - It’s about finding new ways to not only better people's lives, but to better the communities and environments we live in. Encompassing our ambition of helping a billion people live Healthier, Longer, Better Lives by 2030._ - And as part of our...