Paraplanner

3 days ago

Kuala Lumpur, Kuala Lumpur, Malaysia I-MAX Financial Sdn Bhd Full time 60,000 - 150,000 per year

Company Background

I-MAX Financial is a pioneer Financial Advisory firm with 15 years of experience in the industry. We specialise in Employee Benefits and Retirement Planning.

Role Description

Para Planner Cum Office/Admin Manager

The candidate will be involved in:


•⁠ ⁠Para-planning support involving insurance (life/general), investments and estate planning


•⁠ ⁠Client liaison and support


•⁠ ⁠Oversee account management (renewals/claims/billing/support) for corporate accounts and individual clients


•⁠ ⁠Preparation of reports (sales, renewals)


•⁠ ⁠Identify sales opportunities and organise marketing campaigns

Target Candidate

  • Candidates with experience in insurance and investments industry are encouraged to apply.
  • This role requires one with leadership calibre, self-driven and can take charge.
  • Good command of the English language (written and spoken) and basic computer literacy (MS Office suite, emails).
  • This role is supported by an existing admin exec whom will work hand in hand to support the needs of the Senior Advisor.

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