Compliance: Meeting compliance requirements including fulfilling CPD (Continue Professional Development) hours, adhere to high level of professionalism and other criterias as required by authorities
Client Advisory: Analyse clients’ financial needs and recommend suitable financial solutions including insurance, investment, retirement, debt management, risk management and estate planning.
Continuous Professional Development: Participate in training, coaching sessions, meetings and continuous development programs provided by the company or providers
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Compliance: Meeting compliance requirements including fulfilling CPD (Continue Professional Development) hours, adhere to high level of professionalism and other criterias as required by authorities
Client Advisory: Analyse clients’ financial needs and recommend suitable financial solutions including insurance, investment, retirement, debt management, risk management and estate planning.
Continuous Professional Development: Participate in training, coaching sessions, meetings and continuous development programs provided by the company or providers
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Revise or develop preliminary agreements and related budgets and scope of work. Ensure the scope of work is defined correctly and budgets reflect the scope.
Develop an understanding of, and be compliant to all processes and policies relating to the development of proposals.
Participate in strategy calls to discuss customer requirements and identify discrepancies in customer information.
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Junior AI & Business Systems ExecutiveLocation: MalaysiaWorking Arrangement: Work From Home (WFH) — Office attendance when requiredSalary: RM2,500/month, depending on experience and capabilityExperience: Fresh Graduates Welcome
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