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Case Management Executive

2 weeks ago

Shah Alam, Malaysia Blueprint Planning Sdn Bhd Full time

**About Us**

Blueprint Planning is a leading financial planning specialist that is committed to helping our clients realize their financial aspirations. We provide tailored and holistic financial planning services to our clients both in Malaysia and abroad. Our financial advisors have the knowledge and experience to assist our clients in a wide range of financial areas inclusive of Comprehensive Financial Planning and Islamic Financial Planning.

Our services inculde:

- Comprehensive Financial Planning
- Product Advisory
- Cash Flow Management
- Investment Planning
- Estate Planning
- Retirement Planning
- Risk Management & Wealth Protection
- Small Business Solutions
- International Wealth Management
- Family Office

**Responsibilities**:

- Efficiently implement procedures to ensure the financial planning process goes smoothly for clients.
- Understand all of the products and services offered by Blueprint.
- Maintain the clients' database and assist planners in gaining the information they need from clients.
- Assist planners in processing and submission of new business for each client.
- Perform ad-hoc tasks assigned from time to time.

**Requirements**:

- Degree in Financial Planning, Finance, Business Administration, or other related fields.
- Fresh grads or less than 1 year of working experience are encouraged to apply.
- Proficient in written and spoken English.
- Basic knowledge of financial planning/insurance products/investment products/estate planning will be an added advantage
- Professional qualification such as RFP / CFP will be an added advantage

**Who are we looking for**
- Passionate to build up a professional career.
- Good communication and interpersonal skills.
- Independent and entrepreneurial mindset.
- Able to work under tight schedules and pressure.
- Good attitude and strong discipline.
- Good in Microsoft Office skills.

**Location**: Temasya 8, Glenmarie, Shah Alam.

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

**Salary**: From RM2,000.00 per month

**Benefits**:

- Health insurance
- Professional development

Schedule:

- Fixed shift
- Monday to Friday

**Education**:

- Bachelor's (preferred)

**Language**:

- Malay (preferred)
- English (required)