Financial Strategist Role
1 week ago
Prudential BSN Takaful Berhad is committed to creating a diverse and inclusive culture that values talent development and employee engagement.
This role offers ample opportunities for learning and growth through robust training programs and workshops.
As a Wealth Planner, you will be responsible for assessing clients' financial needs, developing personalized financial plans, and recommending suitable investment strategies.
This role requires excellent communication skills, attention to detail, and the ability to work effectively in a fast-paced environment.
About the Team- Our team is made up of experienced professionals who are passionate about delivering exceptional customer service.
- We prioritize talent development, performance rewards, and diversity & inclusion.
- Assess clients' financial needs and develop personalized financial plans.
- Recommend suitable investment strategies and insurance solutions.
- Work closely with the sales team to provide seamless service to clients.
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