Wealth Management Consultant

Pulau Pinang, Malaysia

Job Description


Job Scope \xe5\xb7\xa5\xe4\xbd\x9c\xe8\x8c\x83\xe5\x9b\xb4:

  • Building relationship & network with stakeholders from various background.
(\xe4\xb8\x8e\xe5\x90\x84\xe7\xa7\x8d\xe8\x83\x8c\xe6\x99\xaf\xe7\x9a\x84\xe5\x88\xa9\xe7\x9b\x8a\xe7\x9b\xb8\xe5\x85\xb3\xe8\x80\x85, \xe5\xbb\xba\xe7\xab\x8b\xe5\x85\xb3\xe7\xb3\xbb\xe3\x80\x82) * Responsible for consult stakeholders for risk management with insurance, will, trust, estate planning, investment, etc) (\xe8\xb4\x9f\xe8\xb4\xa3\xe4\xb8\xba\xe5\x88\xa9\xe7\x9b\x8a\xe7\x9b\xb8\xe5\x85\xb3\xe8\x80\x85, \xe6\x8f\x90\xe4\xbe\x9b\xe6\x9c\x89\xe5\x85\xb3\xe9\xa3\x8e\xe9\x99\xa9\xe7\xae\xa1\xe7\x90\x86\xe3\x80\x81\xe4\xbf\x9d\xe9\x99\xa9\xe3\x80\x81\xe9\x81\x97\xe5\x98\xb1\xe3\x80\x81\xe4\xbf\xa1\xe6\x89\x98\xe3\x80\x81\xe6\x88\xbf\xe4\xba\xa7\xe8\xa7\x84\xe5\x88\x92\xe3\x80\x81\xe6\x8a\x95\xe8\xb5\x84\xe7\xad\x89\xe6\x96\xb9\xe9\x9d\xa2\xe7\x9a\x84\xe5\x92\xa8\xe8\xaf\xa2\xe6\x9c\x8d\xe5\x8a\xa1\xe3\x80\x82)
  • Engage in sales and marketing events. (\xe5\x8f\x82\xe4\xb8\x8e\xe9\x94\x80\xe5\x94\xae\xe5\x92\x8c\xe8\x90\xa5\xe9\x94\x80\xe6\xb4\xbb\xe5\x8a\xa8\xe3\x80\x82)
  • Provide follow up on the policy servicing services to customer, i.e: payment mode, change in plans, trustee appointment, top-ups, etc. (\xe4\xb8\xba\xe5\xae\xa2\xe6\x88\xb7\xe6\x8f\x90\xe4\xbe\x9b\xe4\xbf\x9d\xe5\x8d\x95\xe6\x9c\x8d\xe5\x8a\xa1\xe7\x9a\x84\xe5\x90\x8e\xe7\xbb\xad\xe8\xb7\x9f\xe8\xbf\x9b\xef\xbc\x8c\xe4\xbe\x8b\xe5\xa6\x82\xef\xbc\x9a\xe4\xbb\x98\xe6\xac\xbe\xe6\x96\xb9\xe5\xbc\x8f\xe3\x80\x81\xe8\xae\xa1\xe5\x88\x92\xe5\x8f\x98\xe6\x9b\xb4\xe3\x80\x81\xe5\x8f\x97\xe6\x89\x98\xe4\xba\xba\xe4\xbb\xbb\xe5\x91\xbd\xe3\x80\x81\xe5\xa2\x9e\xe5\x8a\xa0\xe6\x8a\x95\xe8\xb5\x84\xe9\xa2\x9d\xe7\xad\x89\xe3\x80\x82)
  • Providing professional financial advisory services, guiding stakeholders based on their requirement. (\xe6\x8f\x90\xe4\xbe\x9b\xe4\xb8\x93\xe4\xb8\x9a\xe7\x9a\x84\xe8\xb4\xa2\xe5\x8a\xa1\xe5\x92\xa8\xe8\xaf\xa2\xe6\x9c\x8d\xe5\x8a\xa1\xef\xbc\x8c\xe6\xa0\xb9\xe6\x8d\xae\xe5\x88\xa9\xe7\x9b\x8a\xe7\x9b\xb8\xe5\x85\xb3\xe8\x80\x85\xe7\x9a\x84\xe8\xa6\x81\xe6\xb1\x82\xe8\xbf\x9b\xe8\xa1\x8c\xe5\x8d\x8f\xe8\xb0\x83\xe3\x80\x82)
  • Negotiating with stakeholders according to their requirements for contracts.
(\xe6\xa0\xb9\xe6\x8d\xae\xe5\x88\xa9\xe7\x9b\x8a\xe7\x9b\xb8\xe5\x85\xb3\xe8\x80\x85\xe7\x9a\x84\xe8\xa6\x81\xe6\xb1\x82\xe8\xbf\x9b\xe8\xa1\x8c\xe5\x90\x88\xe5\x90\x8c\xe8\xb0\x88\xe5\x88\xa4\xe3\x80\x82)Requirement \xe9\x9c\x80\xe6\xb1\x82:
  • Applicable for Malaysian only (\xe5\x8f\xaa\xe9\x99\x90\xe9\xa9\xac\xe6\x9d\xa5\xe8\xa5\xbf\xe4\xba\x9a\xe5\x85\xac\xe6\xb0\x91)
  • Diploma/ Degree/ Bach Degree (\xe6\x96\x87\xe5\x87\xad/\xe5\xad\xa6\xe4\xbd\x8d/\xe5\xad\xa6\xe5\xa3\xab\xe5\xad\xa6\xe4\xbd\x8d)
  • Part Time/Full Time/Fresh Graduates are encouraged to apply
(\xe5\x85\xbc\xe8\x81\x8c/\xe5\x85\xa8\xe8\x81\x8c/\xe5\xba\x94\xe5\xb1\x8a\xe6\xaf\x95\xe4\xb8\x9a\xe7\x94\x9f\xe5\x9d\x87\xe5\x8f\xaf\xe7\x94\xb3\xe8\xaf\xb7) * Candidates with business, finance, sales & marketing background are welcome to apply (\xe6\x8b\xa5\xe6\x9c\x89\xe5\x95\x86\xe4\xb8\x9a\xe3\x80\x81\xe9\x87\x91\xe8\x9e\x8d\xe3\x80\x81\xe9\x94\x80\xe5\x94\xae\xe5\x92\x8c\xe8\x90\xa5\xe9\x94\x80\xe8\x83\x8c\xe6\x99\xaf\xe7\x9a\x84\xe5\x80\x99\xe9\x80\x89\xe4\xba\xba\xe6\xac\xa2\xe8\xbf\x8e\xe7\x94\xb3\xe8\xaf\xb7)

BrilliantStars Team Management

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Job Detail

  • Job Id
    JD1030541
  • Industry
    Not mentioned
  • Total Positions
    1
  • Job Type:
    Full Time
  • Salary:
    Not mentioned
  • Employment Status
    Permanent
  • Job Location
    Pulau Pinang, Malaysia
  • Education
    Not mentioned