Executive Financial Planner

Job Vacancy: PlannerWe are seeking a detail-oriented and proactive Planner to join our team. The ideal candidate will be responsible for coordinating customer requirements, collaborating with internal and external teams, and ensuring timely and accurate delivery of services.Key Responsibilities:Review weekly die loads from customers and work closely with the...

U-Need Wealth Planners Sdn. Bhd. is a multi-racial team and Million Dollar Agency (MDA Direct Team) for many years. We are the authorized agency of AIA Public Takaful Bhd and we provide a broad range of Takaful financial products and services. We are searching for dedicated and ambitious individuals who have the passion to excel to join our growing family....

We are seeking a proactive and detail-oriented Planner Executive to support our Production and Sales teams. In this role, you will ensure smooth and efficient planning of materials and production activities for our cosmetic manufacturing operations. You will work closely with cross-functional departments, suppliers, and customers to optimize planning,...

Duties and Responsibilities: - To develop and implement financial strategies that align with the company's objectives, ensuring compliance with financial regulations and reporting standards - To provide leadership, direction and management of the finance and accounting team - To offer strategic recommendations to the CEO and members of the executive...

Company BackgroundWe are representing our client an M&E service provider specialising in electrical serices, extra low voltage system, fire protection system, air cond & mechanical ventilation. Our client is currently looking for experience candidates from the construction/property/M&E industry to fill the Financial Controller position to be based in Ipoh,...

**Requirements** - Fresh Graduate are welcome to apply - Min SPM / Diploma or equivalent in related field - Discipline, self motivated and independent - Computer literate - Fluent in English & Bahasa Malaysia - Experience preferred but not essential - Able to travel when required **Responsibility** - Able to handle enquiry and prepare quotation to client -...

Promote Bancassurance. - Engage and assist bank customers. - Perform prospecting, cold calling, qualifying customers, setting appointments, and providing financial advisory services to customers. - Work with branch colleagues to convert lead referrals into sales closures. - Build relationships with bank customers and strengthen rapport for subsequent...

Our client is seeking for a Financial Executive to join their companyMandarin speaker - no experience are welcomeNon Mandarin speaker - minimum 3 years in any sales industry are welcomeTraining will be provided.What you'll be doing?Product Expertise: Market and sell a diverse range of bancassurance life insurance products tailored to meet the needs of both...

**Benefits**: - We provide Basic Salary from RM4,000 to RM10,000 per month - Commission + Bonus you can go up to 5 figure income per month - Flexible Working Hour - Free oversea trip - Promoted to be a manager - We provide the (Entrepreneur Development Program & Pru Venture) Scheme with Basic salary **Additional Benefits** - Training and knowledge about...

If you are looking to excel and make a difference, take a closer look at us Job Responsibilities: - Solicit leads via referrals and cold calls for sales via marketing visits, telemarketing, launches, road show and any other sales activities to achieve sales targets. - To actively cross selling Banking/Financial products. - Build rapport and relationship...