Associate Wealth Planner

4 days ago

Melaka, Malaysia MMKAFALAH Full time

Provides guidance and expertise to clients in preserve, protect and distribute property based on Shariah for their need and also developing a plan to meet their financial planning goals.
- Manages client portfolios in client risk tolerance and goals.
- Responsible for overall management of the client relationship for accounts developed or assigned.
- Responsible for monitoring client satisfaction to maximize retention and increase sales opportunities.
- Regularly reviews the client relationship and account documentation to ensure it is complete and accurate.
- Maintains knowledge of the clients financial planning, investment, and insurance needs and objectives.
- Provides a level of service that cultivates referrals from existing clients.
- Adheres to client service level policies and procedures.

**Job Types**: Full-time, Fresh graduate

**Salary**: RM1,500.00 - RM5,000.00 per month

**Benefits**:

- Health insurance
- Maternity leave
- Opportunities for promotion
- Professional development
- Vision insurance

Schedule:

- Monday to Friday

Supplemental pay types:

- Commission pay
- Performance bonus

  • Financial Wealth Planner Manager

    2 days ago

    Melaka, Malaysia TCH Agency Full time

    **Requirements**: We are Hiring**:Financial & Wealth Planner Manager(Full Time)** **Requirements**: Nationality**:Malaysian** - Between ** yrs old - Must own SPM or higher education background - Possess own transport - Working Location : MELAKA **Responsibilities**: **Responsibilities** - Does not give up easily and is driven by MONEY and ACHIEVEMENTS -...

  • Tax Assistant

    7 days ago

    Melaka, Malaysia CROWE MELAKA TAX SDN BHD Full time

    Handle income tax matters of a portfolio of small and medium sized companies. - Liase with tax authorities and clients to resolve issues. - Work closely with team members and manager on each engagement. Crowe Melaka Tax Sdn Bhd is part of Crowe in Malaysia. Crowe Malaysia is represented in 13 locations across Malaysia, there are over 1,200 staff serving more...

  • Tax Assistant

    2 weeks ago

    Melaka, Malaysia CROWE MELAKA TAX SDN BHD Full time

    '¢ Handle income tax matters of a portfolio of small and medium sized companies. '¢ Liase with tax authorities and clients to resolve issues. '¢ Work closely with team members and manager on each engagement. Crowe Melaka Tax Sdn Bhd is part of Crowe in Malaysia. Crowe Malaysia is represented in 13 locations across Malaysia, there are over 1,200 staff...

  • Executive - Business Channels (Graduate Trainee Personal Banker Associate)

    2 weeks ago

    Melaka, Malaysia Hong Leong Bank Full time

    If you are looking to excel and make a difference, take a closer look at us What’s in it for you: Opportunity to fast track your career in Wealth Management. - Your Roles & Responsibilities: - Solicit customers for Deposits, Insurance and Investment Products within BNMs Responsible Lending Guidelines and other products as and when required by the...

  • Product Planner

    1 week ago

    Melaka, Malaysia YHI MANUFACTURING (MALAYSIA) SDN BHD Full time

    1. Determining manpower, equipment and raw materials needed to cover production demand. 2. Assign workers and other staff to particular operations. 3. Schedule shift according tp production needs. 4. Monitor jobs to ensure they will finish on time and within budget. 5. Address issues when they arise aiming for minimum disruption. 6. Obtain output information...