Your Browser is Not Supported
Your Browser is Not Supported
To ensure jobstore run smoothly, please use the latest version of the following supported browsers:
Welcome, where we believe in the transformative power of life insurance to secure futures and protect loved ones. As a Life Insurance professional, your journey with us is more than just a career – it's an opportunity to make a lasting impact on individuals and families across Malaysia.
Job Description
Client Consultation:
Conduct comprehensive consultations with clients to understand their financial goals and insurance needs.
Provide expert advice on life insurance products and guide clients in selecting appropriate coverage.
Sales and Business Development:
Generate leads through networking, referrals, and other prospecting activities.
Meet or exceed sales targets through effective sales techniques and relationship building.
Customer Service:
Ensure accurate and timely documentation of client interactions and policy details.
Provide ongoing customer service to policyholders, including addressing inquiries, processing policy changes, and offering support during claims processes.
Stay updated on industry trends, market conditions, and changes in life insurance products.
Benefits:
*Financial support scheme*
*EDP Entrepreneur Development Program RM(2k-5k) monthly*
* PruVenture Manager RM(3k-10k) monthly and Fast track to be manager
6-year Multiple Commission & 3-year Incentive Bonus goes up to 6-figure income
Promotion to become a quality leader as Unit Manager and Agency Manager
Recognition Awards NAAPN and Incentive premier trip to oversea
Retirement Gratuity Benefit to the Agent and Agency Manager.
Legacy of business, income, and position will be beneficiary continue to Family Members.
Provided free training program / successful environment/coaching/platform 28 branches over Malaysia
Perks & Benefits
We believe everyone need a financial compass to give them a peace of mind. Providing wealth and estate solution while growing together in their life journey.
"Are you overworked and underpaid?"
"Want to triple your income in the next 3 years?"
"Want to make a difference for yourself and others?"
Explore more with us – We are more than your average financial services consultants. Using your knowledge and know-how, you will help others protect their present and secure their future. And along the way, we create meaningful, inspirational and also financially rewarding careers together. All it takes is YOUR desire to make a difference!
PERKS of being a Financial Services Consultant :
WHO are we looking for?
WHAT will you be doing?
REQUIREMENTS
So, what are you waiting for? Click on the ‘Apply Now’ button and let’s talk soon!
Perks & Benefits
At AW Platinum Consultancy, we aspire to build a team of highly professional, productive and competitive financial advisors in Malaysia. We are highly client-centric– we fulfill the dreams of our clients by matching their financial goals with our financial solutions.
"Are you overworked and underpaid?"
"Want to triple your income in the next 3 years?"
"Want to make a difference for yourself and others?"
Explore more with us – We are more than your average financial services consultants. Using your knowledge and know-how, you will help others protect their present and secure their future. And along the way, we create meaningful, inspirational and also financially rewarding careers together. All it takes is YOUR desire to make a difference!
PERKS of being a Financial Services Consultant :
WHO are we looking for?
WHAT will you be doing?
REQUIREMENTS
So, what are you waiting for? Click on the ‘Apply Now’ button and let’s talk soon!
Perks & Benefits
At AW Platinum Consultancy, we aspire to build a team of highly professional, productive and competitive financial advisors in Malaysia. We are highly client-centric– we fulfill the dreams of our clients by matching their financial goals with our financial solutions.
"Are you overworked and underpaid?"
"Want to triple your income in the next 3 years?"
"Want to make a difference for yourself and others?"
Explore more with us – We are more than your average financial services consultants. Using your knowledge and know-how, you will help others protect their present and secure their future. And along the way, we create meaningful, inspirational and also financially rewarding careers together. All it takes is YOUR desire to make a difference!
PERKS of being a Financial Services Consultant :
WHO are we looking for?
WHAT will you be doing?
REQUIREMENTS
So, what are you waiting for? Click on the ‘Apply Now’ button and let’s talk soon!
Perks & Benefits
At AW Platinum Consultancy, we aspire to build a team of highly professional, productive and competitive financial advisors in Malaysia. We are highly client-centric– we fulfill the dreams of our clients by matching their financial goals with our financial solutions.
“你是否工作過度、工資過低？”
“想在未來三年內將收入增加兩倍嗎？”
“想為自己和他人帶來改變嗎？”
與我們一起探索更多 – 我們不僅僅是您的普通金融服務顧問。利用您的知識和技能，您將幫助他人保護他們的現在並確保他們的未來。一路走來，我們共同創造有意義、鼓舞人心且經濟回報豐厚的職業生涯。所需要的只是您想要有所作為的願望！
成為金融服務顧問的好處：
我們在找誰？
你會做什麼？
要求
還在等什麼？點擊“立即申請”按鈕，讓我們盡快聯繫！
津貼和福利
At AW Platinum Consultancy, we aspire to build a team of highly professional, productive and competitive financial advisors in Malaysia. We are highly client-centric– we fulfill the dreams of our clients by matching their financial goals with our financial solutions.
職責
主要責任：
尋找新客戶和新業務
為潛在客戶提供專業諮詢/建議
透過整體財務規劃提供財務解決方案：風險管理、投資和遺產規劃
發展管理和領導技能的機會
套餐及福利：
津貼計劃可滿足您的基本需求。
增加收入的機會（每月基本津貼+無限佣金+無限獎勵）。
由經驗豐富的從業者提供培訓、輔導和指導
每年都有機會贏得海外度假旅行
有機會體驗「工作與生活融合」的職業生涯
資格
我們正在尋找具有以下特徵的候選人：
最低文憑持有者或高等教育資格
財務穩定（無破產）
擁有自己的交通工具
有成就和進步的動力
自力更生、遵守紀律、注重機會、採取行動、以結果為導向
正向的學習態度，願意學習，可輔導
津貼和福利
Greatitude Advisory Group has been playing an important role in Malaysia's financial industry by providing innovative financial strategies and continuously promoting awareness on the importance of life insurance protection to the Malaysian community.
“你是否工作過度、工資過低？”
“想在未來三年內將收入增加兩倍嗎？”
“想為自己和他人帶來改變嗎？”
與我們一起探索更多 – 我們不僅僅是您的普通金融服務顧問。利用您的知識和技能，您將幫助他人保護他們的現在並確保他們的未來。一路走來，我們共同創造有意義、鼓舞人心且經濟回報豐厚的職業生涯。所需要的只是您想要有所作為的願望！
成為金融服務顧問的好處：
我們在找誰？
你會做什麼？
要求
還在等什麼？點擊“立即申請”按鈕，讓我們盡快聯繫！
津貼和福利
At AW Platinum Consultancy, we aspire to build a team of highly professional, productive and competitive financial advisors in Malaysia. We are highly client-centric– we fulfill the dreams of our clients by matching their financial goals with our financial solutions.
“你是否工作過度、工資過低？”
“想在未來三年內將收入增加兩倍嗎？”
“想為自己和他人帶來改變嗎？”
與我們一起探索更多 – 我們不僅僅是您的普通金融服務顧問。利用您的知識和技能，您將幫助他人保護他們的現在並確保他們的未來。一路走來，我們共同創造有意義、鼓舞人心且經濟回報豐厚的職業生涯。所需要的只是您想要有所作為的願望！
成為金融服務顧問的好處：
我們在找誰？
你會做什麼？
要求
還在等什麼？點擊“立即申請”按鈕，讓我們盡快聯繫！
津貼和福利
At AW Platinum Consultancy, we aspire to build a team of highly professional, productive and competitive financial advisors in Malaysia. We are highly client-centric– we fulfill the dreams of our clients by matching their financial goals with our financial solutions.
You will be part of a group of highly trained financial professionals. You will be trained in the UOB Privilege Client Engagement Process and be our lead manager in developing and growing our Privilege client relationships. You will be required to provide financial advisory services as well as appropriate financial and investment solutions and advice to our affluent and high-net-worth clients in Singapore. You will provide customers with timely information, advice, and recommendations to fit their requirements. Building and maintaining long-term relationships with your clients is a key factor for success in this role.
Job Requirements:
A recognized university degree.
At least 3 years of relevant experience in the banking / financial industry, and experience in financial & investment product sales for the Junior Client Advisor role.
Candidates with at least 5 years of relevant experience will be considered for the Senior Client Advisor role
Good knowledge of wealth management & investment products.
Self-motivated, with strong sales drive & energy.
Experience / Ability to liaise with clientele from respective markets Greater China / Indonesia/ Thailand etc
Ability to travel regionally if required
Possess relevant accreditation (M1B, M5, M6, M6A, M8, M8A, M9, M9A, HI)
Official account of Jobstore.
We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients.
At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are and what they contribute.
To learn more about CIBC, please visit CIBC.com
What you’ll be doing
As a member of CIBC Wood Gundy, you will be responsible for building and growing Wood Gundy client portfolios through dedicated relationship management, trusted investment advice and exceptional client service. As a Client Associate, you will work closely with Investment Advisors at CIBC Wood Gundy to help manage their portfolios and develop new business. You will directly engage with high-net-worth clients to offer support, uncover business opportunities, and proactively improve the client experience.
At CIBC we enable the work environment most optimal for you to thrive in your role. Details of your work arrangement will be discussed at the time of your interview.
How you’ll succeed
Client Engagement - Focus on each client's experience and connect on a personal level to make every interaction meaningful. Anticipate client needs and communicate promptly with your team to build trust and deepen client relationships. Identify activities, processes, and opportunities to improve the client experience.
Business Development – Proactively identify business opportunities for your team. Work closely with Investment Advisors to support business development activities and assist in the building of investment plans based on the client’s profile, goals, and risk/reward tolerance.
Relationship Building - Heighten CIBC brand awareness in your community by attending local events and participating in marketing and outreach activities. Grow your network to create lasting connections that will generate future opportunities.
Who you are
You put our clients first. You engage with the purpose of finding the right solutions. You go the extra mile because it is the right thing to do.
You're driven to succeed. You are motivated by accomplishing your goals and delivering your best to make an impact.
You engage with your heart and mind. You care about people and understand different perspectives. You listen and learn from the experiences of others.
You understand that success is in the details. You notice things that others don’t. Your critical thinking skills help to inform your decision making.
You’re a certified professional. You have current accreditation and good standing Canadian Securities Course (CSC), Conduct & Practice Handbook (CPH), and Investment Representative (IR) licensing. It is an asset if you have Registered Representative (RR) licensing. Financial Services and/or Brokerage industry experience and working knowledge of various quotation equipment is required.
Values matter to you. You bring your real self to work, and you live our values - trust, teamwork, and accountability.
What CIBC Offers
At CIBC, your goals are a priority. We start with your strengths and ambitions as an employee and strive to create opportunities to tap into your potential. We aspire to give you a career, rather than just a paycheck.
We work to recognize you in meaningful, personalized ways including a competitive salary, incentive pay, banking benefits, a benefits program*, defined benefit pension plan*, an employee share purchase plan, a vacation offering, wellbeing support, and MomentMakers, our social, points-based recognition program.
Our spaces and technological toolkit will make it simple to bring together great minds to create innovative solutions that make a difference for our clients.
We cultivate a culture where you can express your ambition through initiatives like Purpose Day; a paid day off dedicated for you to use to invest in your growth and development.
*Subject to plan and program terms and conditions
What you need to know
CIBC is committed to creating an inclusive environment where all team members and clients feel like they belong. We seek applicants with a wide range of abilities and we provide an accessible candidate experience. If you need accommodation, please contact Mailbox.careers-carrieres@cibc.com
You need to be legally eligible to work at the location(s) specified above and, where applicable, must have a valid work or study permit.
Job Location
500 Centre Street SEEmployment Type
RegularWeekly Hours
37.5Skills
Analytical Thinking, Business Development, Business Documentation, Customer Experience (CX), Developing Proposals, Financial Product Knowledge, Investment Portfolios, Marketing Activities, Transaction Banking, Work CollaborativelyOfficial account of Jobstore.
We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients.
At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are and what they contribute.
To learn more about CIBC, please visit CIBC.com
What you’ll be doing
As a member of CIBC Wood Gundy, you will be responsible for building and growing Wood Gundy client portfolios through dedicated relationship management, trusted investment advice and exceptional client service. As a Client Associate, you will work closely with Investment Advisors at CIBC Wood Gundy to help manage their portfolios and develop new business. You will directly engage with high-net-worth clients to offer support, uncover business opportunities, and proactively improve the client experience.
At CIBC we enable the work environment most optimal for you to thrive in your role. Details of your work arrangement will be discussed at the time of your interview.
How you’ll succeed
Client Engagement - Focus on each client's experience and connect on a personal level to make every interaction meaningful. Anticipate client needs and communicate promptly with your team to build trust and deepen client relationships. Identify activities, processes, and opportunities to improve the client experience.
Business Development – Proactively identify business opportunities for your team. Work closely with Investment Advisors to support business development activities and assist in the building of investment plans based on the client’s profile, goals, and risk/reward tolerance.
Relationship Building - Heighten CIBC brand awareness in your community by attending local events and participating in marketing and outreach activities. Grow your network to create lasting connections that will generate future opportunities.
Who you are
You put our clients first. You engage with the purpose of finding the right solutions. You go the extra mile because it is the right thing to do.
You're driven to succeed. You are motivated by accomplishing your goals and delivering your best to make an impact.
You engage with your heart and mind. You care about people and understand different perspectives. You listen and learn from the experiences of others.
You understand that success is in the details. You notice things that others don’t. Your critical thinking skills help to inform your decision making.
You’re a certified professional. You have current accreditation and good standing Canadian Securities Course (CSC), Conduct & Practice Handbook (CPH), and Investment Representative (IR) licensing. It is an asset if you have Registered Representative (RR) licensing. Financial Services and/or Brokerage industry experience and working knowledge of various quotation equipment is required.
Values matter to you. You bring your real self to work, and you live our values - trust, teamwork, and accountability.
You're fluent in French and English to serve our clients in the community.
What CIBC Offers
At CIBC, your goals are a priority. We start with your strengths and ambitions as an employee and strive to create opportunities to tap into your potential. We aspire to give you a career, rather than just a paycheck.
We work to recognize you in meaningful, personalized ways including a competitive salary, incentive pay, banking benefits, a benefits program*, defined benefit pension plan*, an employee share purchase plan, a vacation offering, wellbeing support, and MomentMakers, our social, points-based recognition program.
Our spaces and technological toolkit will make it simple to bring together great minds to create innovative solutions that make a difference for our clients.
We cultivate a culture where you can express your ambition through initiatives like Purpose Day; a paid day off dedicated for you to use to invest in your growth and development.
*Subject to plan and program terms and conditions
What you need to know
CIBC is committed to creating an inclusive environment where all team members and clients feel like they belong. We seek applicants with a wide range of abilities and we provide an accessible candidate experience. If you need accommodation, please contact Mailbox.careers-carrieres@cibc.com
You need to be legally eligible to work at the location(s) specified above and, where applicable, must have a valid work or study permit.
Job Location
600 Boul De Maisonneuve OuestEmployment Type
RegularWeekly Hours
37.5Skills
Analytical Thinking, Business Development, Business Documentation, Customer Experience (CX), Developing Proposals, Financial Product Knowledge, Investment Portfolios, Marketing Activities, Transaction Banking, Work CollaborativelyOfficial account of Jobstore.
You will be part of a group of highly trained financial professionals. You will be trained in the UOB Privilege Client Engagement Process and be our lead manager in developing and growing our Privilege client relationships. You will be required to provide financial advisory services as well as appropriate financial and investment solutions and advice to our affluent and high-net-worth clients in Singapore. You will provide customers with timely information, advice, and recommendations to fit their requirements. Building and maintaining long-term relationships with your clients is a key factor for success in this role.
Official account of Jobstore.
We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients.
At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are and what they contribute.
To learn more about CIBC, please visit CIBC.com
Job Description
What you’ll be doing
As a member of CIBC Wood Gundy, you will be responsible for building and growing Wood Gundy client portfolios through dedicated relationship management, trusted investment advice and exceptional client service. As a Client Associate, you will work closely with Investment Advisors at CIBC Wood Gundy to help manage their portfolios and develop new business. You will directly engage with high-net-worth clients to offer support, uncover business opportunities, and proactively improve the client experience.
At CIBC we enable the work environment most optimal for you to thrive in your role. Details of your work arrangement will be discussed at the time of your interview.
How you’ll succeed
Client Engagement - Focus on each client's experience and connect on a personal level to make every interaction meaningful. Anticipate client needs and communicate promptly with your team to build trust and deepen client relationships. Identify activities, processes, and opportunities to improve the client experience.
Business Development – Proactively identify business opportunities for your team. Work closely with Investment Advisors to support business development activities and assist in the building of investment plans based on the client’s profile, goals, and risk/reward tolerance.
Relationship Building - Heighten CIBC brand awareness in your community by attending local events and participating in marketing and outreach activities. Grow your network to create lasting connections that will generate future opportunities.
Who you are
You put our clients first. You engage with the purpose of finding the right solutions. You go the extra mile because it is the right thing to do.
You're driven to succeed. You are motivated by accomplishing your goals and delivering your best to make an impact.
You engage with your heart and mind. You care about people and understand different perspectives. You listen and learn from the experiences of others.
You understand that success is in the details. You notice things that others don’t. Your critical thinking skills help to inform your decision making.
You’re a certified professional. You have current accreditation and good standing Canadian Securities Course (CSC), Conduct & Practice Handbook (CPH), and Investment Representative (IR) licensing. It is an asset if you have Registered Representative (RR) licensing. Financial Services and/or Brokerage industry experience and working knowledge of various quotation equipment is required.
Values matter to you. You bring your real self to work, and you live our values - trust, teamwork, and accountability.
You're fluent in French and English to serve our clients in the community.
What CIBC offers
At CIBC, your goals are a priority. We start with your strengths and ambitions as an employee and strive to create opportunities to tap into your potential. We aspire to give you a career, rather than just a paycheck.
We work to recognize you in meaningful, personalized ways including a competitive compensation, incentive pay, banking benefits, a health benefits program, defined benefit pension plan, an employee share purchase plan and MomentMakers, our social, points-based recognition program.
Our spaces and technological toolkit will make it simple to bring together great minds to create innovative solutions that make a difference for our clients.
We cultivate a culture where you can express your ambition through initiatives like Purpose Day; a paid day off dedicated for you to use to invest in your growth and development.
What you need to know
CIBC is committed to creating an inclusive environment where all team members and clients feel like they belong. We seek applicants with a wide range of abilities and we provide an accessible candidate experience. If you need accommodation, please contact Mailbox.careers-carrieres@cibc.com
You need to be legally eligible to work at the location(s) specified above and, where applicable, must have a valid work or study permit.
Job Location
Montreal-1000DeLaGau.,31stEmployment Type
RegularWeekly Hours
37.5Skills
Official account of Jobstore.
