providing expert advice on estate and insurance planning, assessing client requirements, recommending appropriate solutions.../Insurance Planning Advisor located in Federal Territory of Kuala Lumpur, Malaysia. The responsibilities for this role include...
to the world's most respected private banks, family offices, law and tax advisory firms. As an independent insurance broker... and other Referral Sources to identify and qualify potential prospects for the Company's planning and life insurance products Meet...
and turnaround expectations. Build and lead an HNW advisory platform in wealth structuring, trust and estate planning, legacy.... Demonstrated ability to translate insurance products into compelling customer propositions, pitch stories and advisory...
solutions aligned with their goals. Advise on key areas: Wealth Protection, Investment Planning, Estate Planning, and Retirement... advisory, private banking, or insurance sales preferred (fresh graduates with strong interest in financial services...
and turnaround expectations. Build and lead an HNW advisory platform in wealth structuring, trust and estate planning, legacy.... Demonstrated ability to translate insurance products into compelling customer propositions, pitch stories and advisory...
and turnaround expectations. Build and lead an HNW advisory platform in wealth structuring, trust and estate planning, legacy.... Demonstrated ability to translate insurance products into compelling customer propositions, pitch stories and advisory...
financial planning and advisory services to our valued clients. This is a part-time position based in our Bangsar, Kuala Lumpur..., retirement planning, wealth management, estate planning including faraid, hibah and will. Maintain strong client relationships...
will be involved in: Para-planning support involving insurance (life/general), investments and estate planning Client liaison...Company Background I-MAX Financial is a pioneer Financial Advisory firm with 15 years of experience in the industry...