Total 11 financial planner job vacancies in Kelana Jaya SGR

Company Description

IMM International is a consulting and publishing company that specializes in serving the insurance industry by distributing insurance marketing-related information to the insurance agencies.

Headquartered in Taiwan, the company has been established for 41 years since 1983. To serve worldwide Chinese insurance advisers, we have set up global service centers in Taiwan, China, and Southeast Asia. Currently, we have 3 branches in Taiwan, 11 branches in Mainland China, and 1 branch in Malaysia.

Our business covers 17 countries and regions around the world. We publish professional insurance and financial planning publications, provide training courses and financial planning certification, organize international insurance conferences, as well as set up international standards and awards for the industry.

我们公司名称为保险行销集团。 我们不销售保险，我们是保险专业资讯的领航员，专门服务保险行业传递行销保险相关资讯的企业。

集团自1983年成立至今已41年了,我们是一家国际性的公司。从台湾出发为服务世界华人保险从业人员,分别在台湾、 东南亚、大陆设立服务据点,目前台湾有3家分公司,中国大陆有11家分公司,马来西亚有1家分公司。

我们的业务遍布全球17个国家和地区,主要经营项目是为金融保险从业人员出版专业书籍和杂志、提供培训课程与财务 规划相关证照,举办国际性的保险行业交流会议、设立国际性的行业标准及荣誉奖项。

Role Description

We are seeking a dynamic and creative New Media Planning Executive to join our team. The ideal candidate will have a strong understanding of digital media platforms, emerging trends, and audience behavior. As a New Media Planning Executive, you will be responsible for developing and implementing innovative strategies to optimize our online presence, drive engagement, and achieve our marketing objectives. This role requires a blend of analytical thinking, strategic planning, and creative problem-solving skills to effectively reach and resonate with our target audience across various digital channels.

我们正在寻找一名充满活力和创造力的新媒体企划专员加入我们的团队。理想的候选人应具有对新媒体平台、新兴趋理解。作为新媒体企划专员，您将负责制定并实施创新策略，优化我们的线上平台，提升参与度。这个角色需要创意, 分析思维、战略规划和创造性解决问题的能力相结合，以有效地与粉絲产生共鸣。

Responsibilities : 

· Managing the company social media platforms, assist in article editing and pictures uploading 

· Responsible in the creative planning and designing of pictures, banners 

· Plan on the promotional publishing of the books and sales tools produced by the company

· Translate the data/information collected from the market into mandarin 

· Organise and present data collected on public info

· 管理公司粉丝专页，包括发布上载等

· 策划创意、设计海报或文案文宣方案相关工作

· 书籍、工具推广制作

· 搜集信息, 翻译市场最新资讯

· 参与及制定活动方案企划

Qualifications :

· Possess at least Bachelor's degree in in marketing, advertising, mass communications, Chinese Language studies or related field 

· Proven experience in digital media planning, advertising, or a related role.

· Strong understanding of digital media landscape, platforms, and technologies.

· Require Professional Writing and Communication Skills in both Mandarin & English

· Competent in basic design softwares such as PhotoShop and Ai, experience on image and video editing will be an added advantage

· Attain basic knowledge in the management of social media platform

· Creative, possesses basic observational and analytical skills

· Able to communicate and work as a team, willing to learn and self-disciplined

· 大专或以上学历 : 市场营销、广告、传播或相关领域的学士学位

· 在新媒体企划、广告或相关领域具有经验

· 对新媒体领域、平台和技术有深刻理解

· 精通中英文书写，阅读能力

· 能熟练Photoshop、Ai等平面设计软件或视频编辑等

· 了解新媒体运作

· 创造力、对细节的关注、分析能力、善于沟通

· 有良好的团队合作意识以及好学

Perks & Benefits

• Employee equity
• Personal leave
• Personal development opportunities

Company Description

IMM International is a consulting and publishing company that specializes in serving the insurance industry by distributing insurance marketing-related information to the insurance agencies.

Headquartered in Taiwan, the company has been established for 41 years since 1983. To serve worldwide Chinese insurance advisers, we have set up global service centers in Taiwan, China, and Southeast Asia. Currently, we have 3 branches in Taiwan, 11 branches in Mainland China, and 1 branch in Malaysia.

Our business covers 17 countries and regions around the world. We publish professional insurance and financial planning publications, provide training courses and financial planning certification, organize international insurance conferences, as well as set up international standards and awards for the industry.

我们公司名称为保险行销集团。 我们不销售保险，我们是保险专业资讯的领航员，专门服务保险行业传递行销保险相关资讯的企业。

集团自1983年成立至今已41年了,我们是一家国际性的公司。从台湾出发为服务世界华人保险从业人员,分别在台湾、 东南亚、大陆设立服务据点,目前台湾有3家分公司,中国大陆有11家分公司,马来西亚有1家分公司。

我们的业务遍布全球17个国家和地区,主要经营项目是为金融保险从业人员出版专业书籍和杂志、提供培训课程与财务 规划相关证照,举办国际性的保险行业交流会议、设立国际性的行业标准及荣誉奖项。

Role Description

We are seeking a dynamic and creative New Media Planning Executive to join our team. The ideal candidate will have a strong understanding of digital media platforms, emerging trends, and audience behavior. As a New Media Planning Executive, you will be responsible for developing and implementing innovative strategies to optimize our online presence, drive engagement, and achieve our marketing objectives. This role requires a blend of analytical thinking, strategic planning, and creative problem-solving skills to effectively reach and resonate with our target audience across various digital channels.

我们正在寻找一名充满活力和创造力的新媒体企划专员加入我们的团队。理想的候选人应具有对新媒体平台、新兴趋理解。作为新媒体企划专员，您将负责制定并实施创新策略，优化我们的线上平台，提升参与度。这个角色需要创意, 分析思维、战略规划和创造性解决问题的能力相结合，以有效地与粉絲产生共鸣。

Responsibilities : 

· Managing the company social media platforms, assist in article editing and pictures uploading 

· Responsible in the creative planning and designing of pictures, banners 

· Plan on the promotional publishing of the books and sales tools produced by the company

· Translate the data/information collected from the market into mandarin 

· Organise and present data collected on public info

· 管理公司粉丝专页，包括发布上载等

· 策划创意、设计海报或文案文宣方案相关工作

· 书籍、工具推广制作

· 搜集信息, 翻译市场最新资讯

· 参与及制定活动方案企划

Qualifications :

· Possess at least Bachelor's degree in in marketing, advertising, mass communications, Chinese Language studies or related field 

· Proven experience in digital media planning, advertising, or a related role.

· Strong understanding of digital media landscape, platforms, and technologies.

· Require Professional Writing and Communication Skills in both Mandarin & English

· Competent in basic design softwares such as PhotoShop and Ai, experience on image and video editing will be an added advantage

· Attain basic knowledge in the management of social media platform

· Creative, possesses basic observational and analytical skills

· Able to communicate and work as a team, willing to learn and self-disciplined

· 大专或以上学历 : 市场营销、广告、传播或相关领域的学士学位

· 在新媒体企划、广告或相关领域具有经验

· 对新媒体领域、平台和技术有深刻理解

· 精通中英文书写，阅读能力

· 能熟练Photoshop、Ai等平面设计软件或视频编辑等

· 了解新媒体运作

· 创造力、对细节的关注、分析能力、善于沟通

· 有良好的团队合作意识以及好学

津貼和福利

• 員工股權
• 事假
• 個人發展機會

• Wine Industry @ Petaling Jaya
• Up to RM 7500 (depends on experience)
• Mon to Fri 9am~6pm
• Min Diploma

Job Responsibility:

• Manage and coordinate the purchases with respective brand companies timely
• Actively participate in the S&OP process
• Counting and tracking inventory across multiple locations including Goods-intransit and stocks under duty declaration
• Participate and support PR’s Beyond Budget ambition and its related projects

Requirements:

• Qualification: Minimum Diploma
• Minimum 3 years related working experience
• Knowledge in Excel, Power Point and BI Tool
• Able to analyze and interpret data effictively

If interested, please send your resume or Whatsapp to 0187633119

Perks & Benefits

• Personal leave
• EPF
• SOCSO

• 葡萄酒業@八打靈再也
• 高達 RM 7500（取決於經驗）
• 週一至週五上午 9 點至下午 6 點
• 最低文憑

工作職責：

• 及時管理及協調各品牌公司的採購
• 積極參與 S&OP 流程
• 盤點和追蹤多個地點的庫存，包括在途貨物和報稅庫存
• 參與並支持公關的超越預算野心及其相關項目

要求：

• 資格：最低文憑
• 至少3年相關工作經驗
• Excel、Power Point 與 BI 工具知識
• 能夠有效地分析和解釋數據

如有興趣，請寄履歷或Whatsapp至0187633119

津貼和福利

• 事假
• 公積金
• 社會保險協會

Job Purpose:  

As Senior Financial Analyst, reporting directly to Finance Director, you will be responsible for providing FP&A support and business partnership. You will be experiencing in dynamic interaction and collaboration with key stakeholders located in different countries across the globe.

Responsibilities:

• Act as primary finance contact to work with business team and liaison with other functional teams [i.e., Operations, Tax, Treasury, Legal, Compliance, RiBS (Shared Services), Controllership, and Center of Excellence]

• Closely monitor and support the financial performance of APJ

• Provide finance guidance to business team regarding financial related matters, including profit leaks, margin enhancement, and business development opportunities

Financial Analysis and Reporting

• Provide complete, accurate and timely financial reporting and business insights to APJ Regional Management and Corporate FP&A, including country and line card performance

• Conduct ad-hoc and monthly financial analysis – Country/Line Card margin, vendor rebate, freight, SG&A, and working capital performance

• Prepare and support APJ regional consolidation and management reporting, including forecasting cycle and annual budgeting process

• Support rebate accrual and reporting, including vendor one-off rebate, vendor rebate for future use (pass-through rebate to customer) and customer rebate

• Support the implementation and roll out of new financial reporting tool and system

• Lead and initiate enhancements to reporting and insight generation

• Commission calculation

Working Capital and Cash Flow Management

• Vendor Receivable (VR) – Work with business team to reconcile one-off vendor rebate and ensure timely collection

• Inventory – Closely monitor inventory level / aging status and drive action plan with business team to ensure proper inventory control in place

• Accounts Payable (AP) – Manage trade payments with suppliers to optimize working capital for month-end / quarter-end cutoff and support payment approval

• Cash Flow Management – Prepare cash flow projection and coordinate with Treasury team for credit facility requirement

Business Partnership

• Serve as finance business partner/trusted advisor and work with various stakeholders to facilitate new business engagement, new vendor/customer enrollment, business decision support, and financial planning/forecasting

• Develop financial model/template to support business opportunities to maintain the margin and ROWC requirements

• Review and understand contractual terms in agreement/statement of work (SOW) along with various stakeholders to articulate financial implications

• Coordinate with Controllership, RiBS, and Tax to ensure proper accounting and tax treatments for business transaction

Knowledge, Skills and Experience:

• Familiar with ERP system, SAP, BW, TM1, and Tableau experience a plus

• High proficiency in Microsoft Excel, Outlook, and PowerPoint

• Good command in English (written and verbal)

• Over 7 years of relevant working experience.  MNC experience preferred.

• IT distribution industry experience a plus

• University graduate with major in Accounting or Finance

• CPA or HKICPA or equivalent qualification highly preferred

• Strong financial discipline, strategic thinking and mindsets

• Strong responsibility sense, positive working attitude, effective communication skills

• Detail-oriented with ability to handle multi-tasks

• Good team player, could work under pressure and self-motivated

• Work independently with minimum supervision

What’s In It For You?

• Elective Benefits: Our programs are tailored to your country to best accommodate your lifestyle.
• Grow Your Career: Accelerate your path to success (and keep up with the future) with formal programs on leadership and professional development, and many more on-demand courses.
• Elevate Your Personal Well-Being: Boost your financial, physical, and mental well-being through seminars, events, and our global Life Empowerment Assistance Program.
• Diversity, Equity & Inclusion: It’s not just a phrase to us; valuing every voice is how we succeed. Join us in celebrating our global diversity through inclusive education, meaningful peer-to-peer conversations, and equitable growth and development opportunities.
• Make the Most of our Global Organization: Network with other new co-workers within your first 30 days through our onboarding program.
• Connect with Your Community: Participate in internal, peer-led inclusive communities and activities, including business resource groups, local volunteering events, and more environmental and social initiatives.

Don’t meet every single requirement? Apply anyway.

At Tec D, a TD SYNNEX Company, we’re proud to be recognized as a great place to work and a leader in the promotion and practice of diversity, equity and inclusion. If you’re excited about working for our company and believe you’re a good fit for this role, we encourage you to apply. You may be exactly the person we’re looking for!

About Us

Bjak is focused on providing access to affordable and sustainable financial services for people in ASEAN. Headquartered in Malaysia, Bjak is the largest insurance portal in Southeast Asia. Our main portal, Bjak.my, helps millions find the insurance policy with the best value and highest coverage for them.

Our core strengths are in navigating the most complex regulations and environments, creating some of the most innovative products in the world. For instance, we are the first platform globally to simplify and offer investment-linked life and health insurance online, coupled with an instant talk-to-agent service.

Role Overview:

We are currently seeking a dedicated and experienced Wealth Planner to join our dynamic team. As a Wealth Planner, you will be responsible for providing expert advice and guidance to clients on life insurance products, responsible to respond to customer inquiries and close sales while maintaining high levels of customer satisfaction. The ideal candidate should have a passion for sales, excellent communication skills, and the ability to promote insurance products effectively over the phone.

Key Responsibilities:

• Conduct outbound calls to potential customers to promote BJAK Life Insurance products and services.
• Provide accurate information about insurance policies, coverage options, and benefits to customers.
• Listen empathetically to customer needs and suggest suitable insurance plans tailored to their requirements.
• Close sales by effectively presenting the value of BJAK Life Insurance products.
• Meet and exceed sales targets while maintaining high levels of customer satisfaction.
• Document customer interactions and sales activities in the company's CRM system.

• High school diploma or equivalent (Bachelor's degree preferred).
• Previous experience in Financial Advisor or related fields is preferred.
• Excellent communication and interpersonal skills.
• Ability to work in a fast-paced and target-driven environment.
• Knowledge of insurance products and terms is a plus.
• Ethical and customer-focused approach to business.

• You will be working in a fast-growing startup that promotes flexible and open culture

• Fast moving, challenging and unique business problems
• Attractive remuneration and performance incentives
• Strong learning and development plans for your career growth
• Great career development opportunities in a growing company
• International work environment and flat organization
• Competitive salary

About Us

Bjak is focused on providing access to affordable and sustainable financial services for people in ASEAN. Headquartered in Malaysia, Bjak is the largest insurance portal in Southeast Asia. Our main portal, Bjak.my, helps millions find the insurance policy with the best value and highest coverage for them.

Our core strengths are in navigating the most complex regulations and environments, creating some of the most innovative products in the world. For instance, we are the first platform globally to simplify and offer investment-linked life and health insurance online, coupled with an instant talk-to-agent service.

Role Overview:

We are currently seeking a dedicated and experienced Financial Advisor to join our dynamic team. As a Financial Advisor, you will be responsible for providing expert advice and guidance to clients on life insurance products, responsible to respond to customer inquiries and close sales while maintaining high levels of customer satisfaction. The ideal candidate should have a passion for sales, excellent communication skills, and the ability to promote insurance products effectively over the phone.

Key Responsibilities:

• Conduct outbound calls to potential customers to promote BJAK Life Insurance products and services.
• Provide accurate information about insurance policies, coverage options, and benefits to customers.
• Listen empathetically to customer needs and suggest suitable insurance plans tailored to their requirements.
• Close sales by effectively presenting the value of BJAK Life Insurance products.
• Meet and exceed sales targets while maintaining high levels of customer satisfaction.
• Document customer interactions and sales activities in the company's CRM system.

• High school diploma or equivalent (Bachelor's degree preferred).
• Previous experience in Financial Advisor or related fields is preferred.
• Excellent communication and interpersonal skills.
• Ability to work in a fast-paced and target-driven environment.
• Knowledge of insurance products and terms is a plus.
• Ethical and customer-focused approach to business.

• You will be working in a fast-growing startup that promotes flexible and open culture

• Fast moving, challenging and unique business problems
• Attractive remuneration and performance incentives
• Strong learning and development plans for your career growth
• Great career development opportunities in a growing company
• International work environment and flat organization
• Competitive salary

About Us

Bjak is focused on providing access to affordable and sustainable financial services for people in ASEAN. Headquartered in Malaysia, Bjak is the largest insurance portal in Southeast Asia. Our main portal, Bjak.my, helps millions find the insurance policy with the best value and highest coverage for them.

Our core strengths are in navigating the most complex regulations and environments, creating some of the most innovative products in the world. For instance, we are the first platform globally to simplify and offer investment-linked life and health insurance online, coupled with an instant talk-to-agent service.

Role Overview:

We are currently seeking a dedicated and experienced Financial Advisor (Life Insurance) to join our dynamic team. As a Financial Advisor (Life Insurance) you will be responsible for providing expert advice and guidance to clients on life insurance products, responsible to respond to customer inquiries and close sales while maintaining high levels of customer satisfaction. The ideal candidate should have a passion for sales, excellent communication skills, and the ability to promote insurance products effectively over the phone.

Key Responsibilities:

• Conduct outbound calls to potential customers to promote BJAK Life Insurance products and services.
• Provide accurate information about insurance policies, coverage options, and benefits to customers.
• Listen empathetically to customer needs and suggest suitable insurance plans tailored to their requirements.
• Close sales by effectively presenting the value of BJAK Life Insurance products.
• Meet and exceed sales targets while maintaining high levels of customer satisfaction.
• Document customer interactions and sales activities in the company's CRM system.

• High school diploma or equivalent (Bachelor's degree preferred).
• Previous experience in Financial Advisor or related fields is preferred.
• Excellent communication and interpersonal skills.
• Ability to work in a fast-paced and target-driven environment.
• Knowledge of insurance products and terms is a plus.
• Ethical and customer-focused approach to business.

• You will be working in a fast-growing startup that promotes flexible and open culture

• Fast moving, challenging and unique business problems
• Attractive remuneration and performance incentives
• Strong learning and development plans for your career growth
• Great career development opportunities in a growing company
• International work environment and flat organization
• Competitive salary

About Us

Bjak is focused on providing access to affordable and sustainable financial services for people in ASEAN. Headquartered in Malaysia, Bjak is the largest insurance portal in Southeast Asia. Our main portal, Bjak.my, helps millions find the insurance policy with the best value and highest coverage for them.

Our core strengths are in navigating the most complex regulations and environments, creating some of the most innovative products in the world. For instance, we are the first platform globally to simplify and offer investment-linked life and health insurance online, coupled with an instant talk-to-agent service.

Role Overview:

We are currently seeking a dedicated and experienced Financial Services Specialist to join our dynamic team. As a Financial Services Specialist you will be responsible for providing expert advice and guidance to clients on life insurance products, responsible to respond to customer inquiries and close sales while maintaining high levels of customer satisfaction. The ideal candidate should have a passion for sales, excellent communication skills, and the ability to promote insurance products effectively over the phone.

Key Responsibilities:

• Conduct outbound calls to potential customers to promote BJAK Life Insurance products and services.
• Provide accurate information about insurance policies, coverage options, and benefits to customers.
• Listen empathetically to customer needs and suggest suitable insurance plans tailored to their requirements.
• Close sales by effectively presenting the value of BJAK Life Insurance products.
• Meet and exceed sales targets while maintaining high levels of customer satisfaction.
• Document customer interactions and sales activities in the company's CRM system.

• High school diploma or equivalent (Bachelor's degree preferred).
• Previous experience in Financial Advisor or related fields is preferred.
• Excellent communication and interpersonal skills.
• Ability to work in a fast-paced and target-driven environment.
• Knowledge of insurance products and terms is a plus.
• Ethical and customer-focused approach to business.

• You will be working in a fast-growing startup that promotes flexible and open culture

• Fast moving, challenging and unique business problems
• Attractive remuneration and performance incentives
• Strong learning and development plans for your career growth
• Great career development opportunities in a growing company
• International work environment and flat organization
• Competitive salary

Supply Planner Duties and Responsibilities

• Drive robust standard planning processes to manage business requirement with consideration of SOP, based on the certified forecast to derive 18months shipment plan for an alignment and discussion with demand planner.
• Responsible to provide 18months rolling net requirement in Connect for respective brand companies timely.  
• Handle and manage product maintenance/logistic information in multiple systems e.g Connect, Product Cloud, Anaplan & JDE to ensure consistency and accurate product information across all the business tools to support smooth supply planning activities and provide a timely and accurate business data.
• Ensure and implement processes to streamline new product information flow between the relevant functional team, e.g commercial, marketing, supply chain & finance for respective functional personnel responsibility.
• Manage and coordinate the purchases with respective brand companies timely and effectively for the replenishment cycle.  
• Strong analysis skill to identify supply inefficiency with the supporting of quantitative and qualitative justification.  
• Responsible to provide twice monthly reporting on purchases and shipment status with projection of supply risk or opportunity including vessel delay, production capability issue, dry good supply constraints with action plan for approval.
• Assist to provide necessary reporting whenever is required.   

Key Missions include but are not limited to:

• Operational:
  • Ensure compliance to established processes and respect of deadlines, while constantly recommending adaptation and improvement of the processes to improve efficiency of the operations.
  • Liase closely with individual brand companies for supply scope.
  • Provide qualitative input to demand management to optimize supply & demand balancing within the constraints
  • Work closely and provide a good support to demand planner
  • Ability to set priorities and make decision in a dynamic work environment

• Key Projects:
  • Product cloud - a product /business information platform: liasing with brand companies and finance to ensure data quality maintenance in line to business reporting direction.
  • Anaplan replenishment module (DDMRP) – is a key user for this new replenishment module project : master the process logic to ensure the business tool to derive an effective replenishment data for business decision.

Job Posting End Date:

Target Hire Date:

Target End Date:

If you are looking to excel and make a difference, take a closer look at us…

This position is a sales role and has responsibilities in Deposits account acquisition from consumers and businesses with opportunity to obtain leads for other products through HLB@Work. The position will explain how products work and the services available, provide sales materials and support, create new leads and follow up with new customers. The sales specialist can work on a wide variety of relevant industries, such as manufacturing, retail, pharmaceutical, to name a few and with focus on payroll accounts.

Key Responsibilities and Accountabilities
Functional (job responsibilities)

• Generate and qualify leads from internal and external lists to achieve acquisition goals
• Source and develop client referrals to achieve acquisition goals
• Develop sales proposal and customize by client
• Schedule sales activity and ensure optimum pipeline generation
• Make sales calls to new potential and existing clients
• Negotiate effectively with clients
• Conduct briefing and training to clients
• Respond to sales enquiries and concerns by phone, electronically or in person
• Ensure customer service satisfaction and good client relationships
• Follow up on sales activities to ensure sales closure and accounts are open timely
• Monitor and report on sales activities and follow up for management
• Carry out market research and surveys
• Participate in sales events and roadshows where applicable
• Monitor competitors, market conditions and product development
• Ensure all tasks are carried out in full compliance with guidelines and regulations

Managerial (team/group responsibilities)

• To collaborate with other departments to create a unified experience
• To create an achievement oriented working environment.

Organizational (organizational responsibilities)

• Responsibility to our ETC customers – put HLB’s long term interest ahead of short term gain.
• Continuous effort to improve business in support of building brand awareness and improving customer experience.
• Ensure all sales proposals are delivered on-time and within scope

Requirements:
Education/Qualification

• Diploma, Higher Diploma or Bachelor’s degree in Business, Finance or related field is preferred Experience
• Min 3 years in sales experience
• Experience in banking products, process and policies

Realise your full potential at Hong Leong Bank by applying now.