Executive, Financial Planning - Pengkalan Baharu

Wealth Planner job at a professional and agile company. Duties include developing financial plans for clients and providing comprehensive financial planning advice. · ...

This role involves providing advice on financial protection and savings. Key responsibilities include analyzing customers' needs and recommending takaful plans. The candidate should be able to build long-term relationships with customers. · ...

+Job summary · Financial consultant providing advice on financial protection and future financial planning. · +ResponsibilitiesProviding advice on financial protection, savings, and future financial planningAnalyzing customers' financial needs and recommending suitable takaful pl ...

+ Manage financial and procurement matters + Accounting: receipts account, payment account + Reporting: monthly financial report + Budget: annual and monthly budgets + Tax planning ...

Company Description · Prudential BSN Takaful Berhad (PruBSN) is Malaysia's leading family takaful operator, recognized for its customer-centric approach, multi-distribution channels, innovative solutions, and technological leadership. PruBSN is committed to fostering an inclusive ...

Handle full set of accounts and generate relevant reports Plan and control the company's cash flow funding and budget allocation Control and manages end-to-end financial processes in support of the account which includes collections payments monthly close activities and balance s ...

Responsibilities: · Responsible to supervise and manage boutique. · Oversee financial reporting. · Hire and provide training to floor staff. · Plan and grow boutique revenues. · Ensure high levels of customers satisfaction through excellent service. · Ensure all relevant reports ...

Advise on cost reduction activities and provide strategies that the company should take. · ...

Company Description · Prudential BSN Takaful Berhad (PruBSN) is Malaysia's leading family takaful operator, recognized for its customer-centric approach, multi-distribution channels, innovative solutions, and technological leadership. PruBSN is committed to fostering an inclusive ...

+Become a Takaful Advisor with EMPIRE GROUP' and play a crucial role in providing financial protection and investment solutions to our clients. · +Minimum Diploma or Degree in any discipline · At least 1 year of experience in the financial services or Takaful industry · ...

CONSUMER FINANCIAL SERVICES (CFS) · The Group Consumer Financial Services (GCFS) is all about helping consumers get what they want from life. It's a broad ambition. So, the team offer an equally wide range of services. From branch to premier banking and everything in-between. Tha ...

Join Intention Five Agency as a Marketing Representative based in Kota Bharu, Kelantan. · Proactively identify and approach potential clients for Takaful and financial planning solutions · ...

CONSUMER FINANCIAL SERVICES (CFS) · The Group Consumer Financial Services (GCFS) is all about helping consumers get what they want from life. It's a broad ambition. So, the team offer an equally wide range of services. From branch to premier banking and everything in-between. Tha ...

The Hotel Manager is responsible for all aspects of operations at the hotel, for day-to-day staff and guests management. He / She should be an ambassador for the hotel, responsible for managing the Hotels Management Team (HOD's) and overall hotel targets to deliver an excellent g ...

Advise customers on financial products such as Investment Plan ,Education Plan income replacement plan. · ...

Advise clients on Shariah Asset Planning and analyse financial needs. · ...

Bancassurance specialist manager responsible for presenting Bancassurance Regular Premium and Single Premium plans to potential clients via phone and face-to-face meetings. · ...

Supervising and guiding the strategic direction of TMCCs/IFiCs operations within a specified region. · ...

Supervising and guiding the strategic direction of TMCCs/IFiCs operations within a specified region. · Directing and guiding the strategic direction of TMCCs/IFiCs operations in the assigned region. · ...

The Hotel Manager is responsible for all aspects of operations at the hotel, for day-to-day staff and guests management. He / She should be an ambassador for the hotel, responsible for managing the Hotels Management Team (HOD's) and overall hotel targets to deliver an excellent g ...

Job Responsibilities: · Business Planning & Execution · Develop and implement annual and monthly business plans aligned with distribution agreements. · Translate strategic objectives into clear operational action plans to drive execution excellence. · Performance Management · Mon ...