Wealth Planner

1 month ago


puchong, Malaysia Kaizen Wealth Academy Full time

A wealth planner is a professional who prepares financial plans for people.

Responsibilities and Duties

Introducing Prudential products to potential buyers in the external market.
Sell Prudential services to customers, work with customers to find what they want, create solutions and ensure a smooth sales
Work to find new sales leads, through business directories, client referrals, etc.
Opened to Malaysian citizens only*