Wealth Planner
1 week ago
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 計劃旨在透過每月提供過渡收入來支持您成為未來的領導者。
- 光伏計畫設有每日輔導、每週進度會議、產品知識培訓以及從業者的指導,以支持光伏顧問高效工作並取得巨大成果。
- 所有光伏顧問都將透過專門課程得到良好發展,成為未來高產量、高收入的管理者。
- 即使您在銷售行業零經驗,也歡迎所有候選人探索這個機會,因為該計劃將支持和指導您從零到英雄,與我們一起度過這段美妙的旅程
**職責:**
- 分析客戶的財務狀況。
- 檢查並建議財務機會。
- 為客戶制定合理的計劃和預算。
- 根據客戶不斷變化的需求客製化財務計劃。
- 幫助客戶實施他們的計劃並進行交易。
- 展示和銷售合適的金融產品和服務。
- 尋找並接近潛在客戶。
- 建立牢固的關係以留住現有客戶。
- 保持最新的法規、實務和金融產品知識。
**職位需要:**
- 22-35 歲,年輕而充滿活力。
- 有非常高的學習意願。
- 擁有汽車或自己的交通工具
- 擁有豐富擔任財務規劃師或類似職位的經驗;銷售或客戶服務經驗是一項資產。
- 能夠分析財務資訊並遵守法規。
- 良好的職業道德,以客戶為中心的態度。
- 優秀的溝通技巧,能夠建立長期的關係。
- 具備多種銷售技巧(包括推銷電話)的實務經驗。
- 能夠提供引人入勝的演示。
- 至少擁有任何相關領域的文憑/學位(SPM級別候選人必須有工作經驗)
-
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
2 weeks ago
Subang Jaya, Malaysia Iman Group Advisory, Subang Branch Full timeAdvise 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**: -...
-
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...