Wealth Planner
2 weeks ago
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**:
- Flexible schedule
- Opportunities for promotion
- Professional development
Supplemental pay types:
- Commission pay
- Performance bonus
Ability to commute/relocate:
- Subang Jaya: Reliably commute or planning to relocate before starting work (required)
Application Question(s):
- Do you possess own transport?
**Education**:
- Diploma/Advanced Diploma (required)
-
Wealth Planners
2 weeks ago
Petaling Jaya, Malaysia VSNR Co. Full time**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
2 weeks ago
Petaling Jaya, Malaysia Agensi Pekerjaan VR Excellent (M) Sdn Bhd Full timeJ42-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...
-
Wealth Planner
4 days ago
Petaling Jaya, Malaysia RedRadar International Sdn Bhd Full time**Startup Capital**: RM1,500 - RM10,000 (upon achieving sales targets) **Working Hours**: 9:00 AM - 5:00 PM **Working Days**: Monday - Friday (Flexible Time) **Location**:SUITE 19-3 Level 19 Tower A Plaza 33 No 1 Jalan Kemajuan Seksyen 14 46200 Petaling Jaya Selangor - Engage with clients to thoroughly understand their financial needs, goals, and concerns. -...
-
Takaful Wealth Planner
2 days ago
Petaling Jaya, Malaysia ISLAH Inc. Full timeEducate, advise and provide Syariah financial solutions to our clients. - Customize suitable Takaful products based on clients needs. - Build long-term relationships with clients. - After sales service - provide ongoing customer service, policy reviews, assist client with claims, policy updates & renewal. - Sales & business development - achieve monthly &...
-
Sales and Marketing Exec
7 days ago
Petaling Jaya, Malaysia VSNR Co. Full time**Key Responsibilities**: - **Risk Management & Insurance Advisory**: - **Investment & Wealth Management**: - **Client Financial Analysis & Solution Planning**: - **Retirement & Estate Planning**: - **Ongoing Client Engagement & Relationship Building**: - **Talent Building & Nurturing** **Qualifications**: - 2 years working experience (Fresh...
-
Wealth Planner
1 week ago
Petaling Jaya, Malaysia Worldlink Success Sdn Bhd Full time我們正在招募成為我們機構的成員。 事實上,加入我們成為財富規劃師,您確實是企業家,而不是員工。 身為創業者,我們擁有時間靈活、收入豐厚等諸多優勢;天空是無限的,您可能在很小的時候就獲得了豐厚的收入。 **什麼是 PruVenture 計劃 (PV)?** - PV
-
Sales Representative
2 days ago
Petaling Jaya, Selangor, Malaysia Victory Group MDA Full time 40,000 - 60,000 per yearCompany DescriptionVictory Group MDA, established under Prudential BSN Takaful in 2014, provides Shariah-compliant financial services and expert advice tailored to each client's needs. With main offices in Petaling Jaya and Seremban, we have wealth planners stationed across Kuala Lumpur, Selangor, Putrajaya, Negeri Sembilan, Johor, and Pahang. Our...
-
Life/takaful Planner
1 week ago
Petaling Jaya, Malaysia Power Wealth Consultancy Sdn Bhd Full timeList-ID: 94622300Today 10:48 **Job Description**: Are you thinking about making a career change? You’re not alone. Employees claims they overworked and planned to leave for better benefits and new opportunities. With pay cut and job loss, pandemic may set back your career by 3 years or more! We think you deserve better, and you can decide the pay you...
-
Agency Strategic Development, Consultant
7 days ago
Petaling Jaya, Malaysia AIA Full timeAt AIA we’ve started an exciting movement to create a healthier, more sustainable future for everyone. - It’s about finding new ways to not only better people's lives, but to better the communities and environments we live in. Encompassing our ambition of helping a billion people live Healthier, Longer, Better Lives by 2030._ - And as part of our...