WEALTH PLANNING ADVISOR 财富规划顾问 / WEALTH PLANNING ADVISOR 財富規劃顧問
5 days ago
Job Scope 工作範圍: Building relationship & network with stakeholders from various background. (與各種背景的利害關係人, 建立關係。) Responsible for consult stakeholders for risk management with insurance, will, trust, estate planning, invest...
Job Scope 工作範圍:
- Building relationship & network with stakeholders from various background.
(與各種背景的利害關係人, 建立關係。) - Responsible for consult stakeholders for risk management with insurance, will, trust, estate planning, investment, etc) (負責為利害關係人, 提供有關風險管理、保險、遺囑、信託、房產規劃、投資等方面的諮詢服務。)
- Engage in sales and marketing events. (參與銷售和行銷活動。)
- Provide follow up on the policy servicing services to customer, ie: payment mode, change in plans, trustee appointment, top-ups, etc. (為客戶提供保單服務的後續跟進，例如：付款方式、計劃變更、受託人任命、增加投資額等。
- Providing professional financial advisory services, guiding stakeholders based on their requirement. (提供專業的財務諮詢服務，根據利益相關者的要求進行協調。)
- Negotiating with stakeholders according to their requirements for contracts.
(根據利害關係人的要求進行合約談判。)
Requirement 需求:
- Diploma/ Degree/ Bach Degree (文憑/學位/學士學位)
- Part Time/Full Time/Fresh Graduates are encouraged to apply
(兼職/全職/應屆畢業生皆可申請) - Candidates with business, finance, sales & marketing background are welcome to apply (擁有商業、金融、銷售和營銷背景的候選人歡迎申請)
Perks & Benefits 福利待遇
- Basic + Commission and bonus (基本工資+ 佣金和獎金)
- Flexible working hours (彈性的工作時間)
- Training will be provided (提供訓練)
- Regular team activities (團隊活動)
- Company trips (公司旅行)
- Allowance (travel stipends, transportation, etc.)(津貼（旅費津貼、交通津貼等）)
- Personal development opportunities (個人發展機會)
We serve all customers throughout the whole Malaysia. Our goal is to serve every customers' need in sourcing the best and most stable financial solutions for them.
Comprehensive services, helping families in need and businesses while identifying the right solutions to suit all our customers' situation. With our knowledge and skills, we take proactive steps to aid them in their whole financial planning efficiently and risk-free too.
BrilliantStars also provides a platform and opportunity for entrepreneurs in financial planning business. We provide comprehensive training & support for new partners with lots of opportunities for career advancement.
Speak to us today. A noble, rewarding and fulfilling career awaits you !
We believe in working together as a team towards the same goal while building a brighter future together. We are here to help you be better than better.
OUR CULTURE
Energetic - Teamwork - Positive Vibes
We are building a young energetic entrepreneurs team, that achieve success together.
