WEALTH PLANNING ADVISOR 财富规划顾问
5 hours ago
Job Scope 工作范围:
Building relationship & network with stakeholders from various background. (与各种背景的利益相关者, 建立关系。)
Responsible for consult stakeholders for risk management with insurance, will, trust, estate planning, in...
Job Scope 工作范围:
- Building relationship & network with stakeholders from various background.
(与各种背景的利益相关者, 建立关系。)
- Responsible for consult stakeholders for risk management with insurance, will, trust, estate planning, investment, etc) (负责为利益相关者, 提供有关风险管理、保险、遗嘱、信托、房产规划、投资等方面的咨询服务。)
- Engage in sales and marketing events. (参与销售和营销活动。)
- Provide follow up on the policy servicing services to customer, i.e: 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 according to their requirements for contracts.
(根据利益相关者的要求进行合同谈判。)
Requirement 需求:
- Applicable for Malaysian only (只限马来西亚公民)
- Diploma/ Degree/ Bach Degree (文凭/学位/学士学位)
- Part Time/Full Time/Fresh Graduates are encouraged to apply
(兼职/全职/应届毕业生均可申请)
- Candidates with business, finance, sales & marketing background are welcome to apply (拥有商业、金融、销售和营销背景的候选人欢迎申请)
Perks & Benefits 福利待遇
- Basic + Commission and bonus (基本工资 + 佣金和奖金)
- Flexible working hours (灵活的工作时间)
- Training will be provided (提供培训)
- Regular team activities (团队活动)
- Company trips (公司旅行)
- Allowance (travel stipends, transportation, etc.)(津贴（旅行津贴、交通津贴等）)
- Personal development opportunities (个人发展机会)
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.
