Wealth Planner

**Job Posting: Wealth Planner & Wealth Manager** **Company**: VSNR Co. **Location**: Damansara Intan, 47400 Petaling Jaya, Selangor **Employment Type**: Full-time **Industry**: Financial Services **About Us**: At **VSNR Co.**, over 30 years of dedication towards providing holistic wealth planning and financial management services to individuals,...

J42-Sales Marketing (Wealth Planner) Petaling Jaya, Selangor RM5,000 - RM8,000 Per Month **Requirements**: - Min. education must have **Certificates / Vocational / Diploma in any field.** **- Able to converse in **English, Bahasa Malaysia, and Mandarin.** - Must understand and speak fluently in **both Mandarin/Cantonese & English as the role deals mostly...

Advise clients on retirement savings, education fund planning, hospital & medical funds planning as well as Hibah. - Prepare financial plan according to client's needs. - Maintain a good relationship with clients by providing high standards of service **Job Types**: Full-time, Part-time **Salary**: RM3,000.00 - RM20,000.00 per month **Benefits**: -...

We are recruiting to be a part of member of our agency. As a matter of fact, joining us as a Wealth Planner, you are indeed an entrepreneur rather than an employee. As an entrepreneur, we have many advantages such as time flexibility and lucrative income; The sky is the limit and you may earn an outstanding income at a very young age. **What is PruVenture...

Education - Minimum SPM but Diploma and above are preferred - All applicants will need to go through interviews Experience - Minimum 1 year working experience but Fresh Graduates can apply - Training provided by agency and company - Sharing awareness and do sales in takaful products - Servicing client's needs and claims with the assistance from Prudential -...

-Job description**Some careers grow faster than others.** If you’re looking for a career that will unlock new opportunities, join HSBC and experience the possibilities. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you further. At...

**Muqmeen Group** Known as (**MG**) is one of the largest and most successful **Bumiputera Takafu Agencies in Malaysia**, operating under **Prudential BSN Takaful Berhad (PruBSN).** For **5 consecutive years**, MG has recorded annual sales **exceeding RM100 Million**, solidifying its position as a top-performing agency in the country. Today, MG is home to...

**DIBUKA**: PERANCANG KEWANGAN (WEALTH PLANNER) - Fulltime **PENTING**: Mencari anda yang minat berniaga **LOKASI**: Damansara/ Petaling Jaya/ Kuala Lumpur/ Taiping/ **JURUSAN PILIHAN**: Diploma dalam bidang Insurance/ Takaful / Islamic Banking / Finance / Accountant Lain-lain jurusan akan dipertimbangkan hanya jika berminat. **NAMA AGENCY**: SYNERGY...

1. Provide service to clients' changing insurance needs by selling AIA products and services 2. Conduct in-depth reviews of clients' financial plan, current provision and future aims and assist customers in choosing the right financial plan 3. Enhance insurance agency reputation by accepting ownership for accomplishing new and different requests; exploring...

Responsibilities: 1) Provide service to clients' changing insurance needs by selling AIA products and services: life, health, and disability insurance 2) Create and maintain good rapport with clients by offering good quality services for repeat business and referrals 3) Conduct in-depth reviews of clients' financial plan, current provision and future aims...