Search Results: 7,028 vacancies
-Marketing financial products to clients
-Help to plan and design a proper financial products according to clients needs
-Assist on risk management
-Assist on financial planning
-Candidates fluent in Mandarin preferred as role requires candidate to deal...
...Focus on customer-relationship
Assist customer in choosing financial plan
Job Requirements
Diploma or Degree holder in any discipline... ...clients & referrals
Discipline and have high commitment
Internship student opportunities.
Malaysian citizen Only
Job...
Prudential and Prudential BSN
Petaling Jaya
11 days ago
...will include the following questions:
What's your expected monthly basic salary?
How many years' experience do you have as a Planner?
How much notice are you required to give your current employer?
Comfort Rubber Gloves Industries Sdn Bhd - subsidiary of Comfort...
Comfort Rubber
Taiping
10 hours ago
...opportunities and manage sales pipeline
To build and maintain business relationships with prospective customers
To provide professional financial solutions and create financial stability and security for clients
To use multiple prospecting methods to generate leads, set up...
Baebis World Sdn. Bhd
Petaling Jaya
7 days ago
...prospective clients from various sources such as networking, cold calling, and referrals.
Do fact-finding and analysis on clientsâ financial portfolios.
Advise the best solution to IT client need on the financial clientâs portfolio.
Recommend risk management...
Imtiyaz Consultancy Sdn Bhd
Kuala Lumpur
9 days ago
Overview
Drive consistent Demand driving processes that enable optimized materials coverage. Focuses on providing thought leadership and works on broader organization projects. Roll up Global Master Schedule, which includes developing and conceptual thinking to drive...
Ichor Systems, Inc.
Shah Alam
1 day ago
...Description
i. Analyze company financial status.
ii. Examine and suggest financial opportunities.
iii. Develop sound plans and budgets for the company.
iv. Customize financial plans according to the company's changing needs.
v. Help the company implement...
Usima Group
Alor Setar
1 day ago
...Job Responsibility
Analyze clients' financial statuses.
Examine and suggest financial opportunities.
Develop sound plans and budgets... ....
Job Requirements
Proven experience as a financial planner or similar role; experience in sales or customer service is an...
J.e.s Advisory Sdn bhd
Pulau Pinang
11 days ago
...relationship with new clients and prepare quotation for the new clients.
Sense of responsible to guide your friends and client to achieve financial stability and independence.
Identifying and evaluate financial strategy whilst recommending comprehensive solutions.
Job...
Simple Wealth Solutions (M) Sdn Bhd
Petaling Jaya
11 days ago
...payment mode, change in plans, trustee appointment, top-ups, etc. (为客户提供保单服务的后续跟进，例如：付款方式、计划变更、受托人任命、增加投资额等。)
Providing professional financial advisory services, guiding stakeholders based on their requirement. (提供专业的财务咨询服务，根据利益相关者的要求进行协调。)
Negotiating with stakeholders...
...understanding of our Takaful products and their benefits.
Build and nurture long-term relationships with clients, understanding their financial needs and providing suitable Takaful solutions.
Provide exceptional customer service, ensuring clients' satisfaction and...
SA Planners Consultancy
Malaysia
11 days ago
...million customers throughout their health and wealth journey.
Role Description
This is a full-time hybrid role for a Financial Planner at AIA Malaysia located in Georgetown. The role involves day-to-day tasks related to financial planning, personal financial...
AIA Malaysia
Pulau Pinang
11 days ago
...Flexible working hours
Housing and car loan subsidies #
Unlimited income potential
Comprehensive suite of digital tools
Financial independence
Access to the industryâs most comprehensive range of training and development courses
Free trips and...
RCA Wealth Agency
Kuala Lumpur
11 days ago
Job Responsibility
Sales and marketing for Takaful products under Prudential BSN Takaful.
Manage clients account mainly as a servicing to all clients.
Attend to any enquiries from client promptly
Job Requirements
Minimum Diploma Holders in any field.
...
SAR GP Sdn Bhd
Petaling Jaya
11 days ago
...relationship with new clients and prepare proposal for new clients.
Sense of responsible to guide your friends and client to achieve financial stability and independence.
Identifying and evaluate financial strategy whilst recommending comprehensive solutions.
Job...
All Weather Portfolio Plt
Petaling Jaya
11 days ago
...Job Responsibilities:
Advise customers on personal financial planning matters such as proper percentage of expense,debt,saving,investment and insurance.
Provide solutions and recommendations for client financial goals.
Find and approach prospective clients....
Job Responsibility
Communicate with existing clients for repeat business and referrals
Prospect and sell products to customers via benefit
Liaise with customers on pre and post sales
Engage and interact with customers face to face
Focus on customer relationship...
Muqmeen Group
Petaling Jaya
11 days ago
...plan, unit trust and Hibah
Develop and maintain strong relationship with clients
Experience in sales, marketing, banking and financial industry is an advantage
Assist customer in choosing financial plan
Job Requirements
Full time or part time are welcome...
Muqmeen Group
Johor
11 days ago
...Job Responsibility
To provide financial consultancy services to clients
To help the clients find suitable financial planning
Trust planning
Market prospects for suitable financial products
Meet clients and share about financial planning
Advise the best...
MGKL Resources
Shah Alam
11 days ago
...consultancy, CRM, CX, data, production, and technology. We deliver end-to-end solutions that result in revolutionary work.
The Senior Planner will be capable of owning strategy projects from their ambiguous beginnings through to their execution and delivery with notable...
VML South Africa
Kuala Lumpur
2 days ago
