Financial Advisory

2 weeks ago


Petaling Jaya, Malaysia Weltmark Advisory Full time

歡迎光臨,我們相信人壽保險具有改變力量,可以保障未來並保護親人。作為人壽保險專業人士,您在我們這裡的旅程不僅僅是一份職業,更是一個對馬來西亞各地的個人和家庭產生持久影響的機會。

職位描述

客戶諮詢:
與客戶進行全面諮詢,以了解他們的財務目標和保險需求。
提供人壽保險產品的專家建議,並指導客戶選擇合適的保險範圍。

銷售和業務發展:
透過網路、推薦和其他勘探活動產生潛在客戶。
透過有效的銷售技巧和建立關係來達到或超越銷售目標。

客戶服務:
確保準確、及時地記錄客戶互動和政策細節。
為保單持有人提供持續的客戶服務,包括解決查詢、處理保單變更以及在索賠過程中提供支援。
隨時了解產業趨勢、市場狀況和人壽保險產品的變化。

好處:

*財務支援計劃*
*EDP企業家發展計畫每月RM(2k-5k)*
- PruVenture 經理每月 RM(3k-10k) 並快速晉升為經理

6 年多重佣金和 3 年獎勵獎金高達 6 位數收入
晉升為單位經理和代理經理的品質領導者
表彰獎勵 NAAPN 和獎勵 首次海外之旅
代理和代理經理的退休酬金福利。
業務、收入和職位的遺產將繼續由家庭成員受益。
提供免費培訓計畫/成功環境/輔導/平台 馬來西亞28家分行



  • Petaling Jaya, Selangor, Malaysia Axen Alpha Advisory Sdn Bhd Full time 60,000 - 120,000 per year

    Company DescriptionAxen Alpha Advisory Sdn Bhd is an Approved Financial Adviser by Bank Negara Malaysia under the Financial Services Act (FSA) to carry out financial advisory business. The company is located in Petaling Jaya and offers financial advisory services to clients seeking guidance on insurance, retirement planning, and estate planning.Role...

  • Financial Advisory

    2 weeks ago


    Petaling Jaya, Malaysia Weltmark Advisory Full time

    Welcome, where we believe in the transformative power of life insurance to secure futures and protect loved ones. As a Life Insurance professional, your journey with us is more than just a career - it's an opportunity to make a lasting impact on individuals and families across Malaysia. **Job Description**: Client Consultation: Conduct comprehensive...


  • Petaling Jaya, Selangor, Malaysia VC Advisory Full time 3,000 - 6,000 per year

    About the InternshipReady to take your first step into the world of finance?At VC Advisory, we'll guide you through the real-life side of financial planning — from investments to client work. You'll learn directly from experienced advisors through our hands-on Financial Planning Development Program and get a feel for what a career in finance really looks...


  • Petaling Jaya, Selangor, Malaysia Promiseland Advisory Full time 48,000 - 80,000 per year

     Hybrid – Petaling Jaya, Selangor RM6,000 – RM10,000 (Base + Performance Incentives) Full-Time | Internship | Career Switch Opportunities Ability to communicate in multiple languages is an advantageAbout UsWe are a fast-growing team that uses AI-supported tools to help individuals understand their financial priorities and make better long-term...

  • Wealth Associate

    2 weeks ago


    Petaling Jaya, Selangor, Malaysia Promiseland Advisory Full time 80,000 - 120,000 per year

    Company DescriptionPromiseland Advisory is a wealth advisory firm dedicated to impacting lives beyond finance. We focus on listening to clients' hopes and dreams, providing the knowledge and skills to help them realize their aspirations. Our best advisory practices lay strong foundations for clients' legacies, helping raise future generations higher. Driven...


  • Petaling Jaya, Selangor, Malaysia Promiseland Advisory Full time 72,000 - 120,000 per year

    Location:Petaling Jaya, MalaysiaEmployment Type:HybridCompensation:Basic + Commission (RM6,000 – RM10,000/month, depending on experience and performance)Eligibility:Applicants must be legally eligible to work in Malaysia About the Role:AtPromiseland Advisory, we're redefining wealth management through the power ofAI-driven financial planning. As part of...

  • Wealth Executive

    2 weeks ago


    Petaling Jaya, Selangor, Malaysia Promiseland Advisory Full time 6,000 - 12,000 per year

    About UsPromiseland Advisory is a wealth advisory firm focused on helping people create a Better Life through financial literacy and smart planning.We're expanding our young, dynamic team and looking for motivated talents to grow with us.What You'll DoUnderstand client goals and design personalized financial plansUse AI tools and digital planning software to...

  • Financial Intern

    1 week ago


    Petaling Jaya, Malaysia Wish Team Advisory Full time

    **Job Scope** **_ Research & Analysis_** - Assist in analyzing financial data to forecast future trends. - Study market dynamics, competitors, and latest industry trends. - Prepare reports summarizing findings for senior consultants. **_Client Interaction & Support_** - Assist consultants during client meetings. - Help prepare client presentations and...

  • M&a Advisory

    2 weeks ago


    Petaling Jaya, Malaysia KPMG Full time

    M&A Advisory (CF) (Experienced) **Grade**: Experienced **Department**: Corporate Finance **Descriptions**: The Corporate Finance - M&A Advisory practice provides independent advisory services to clients on strategic acquisitions (buy side) and divestments (sell side). **Responsibilities**: - Manage and lead day-to-day deal execution, from marketing...


  • Petaling Jaya, Selangor, , Malaysia MVC Resources Full time 100,000 - 150,000 per year

    Develop and maintain financial models to support project investment decisions. Maintain responsibility for the accuracy and correct incorporation of relevant inputs to such models. Propose and implement relevant sensitivity analysis for investment filesDevelop, analyze, evaluate and recommend financial options and proposals as they relate to a business...