Attend Daily Business Learning Session from 8:30 AM – 10:00 AM, Monday to Friday, including business sharing, market updates, training and team discussions.
Participate in structured onboarding and training covering financial planning, insurance fundamentals, product knowledge, customer needs analysis and professional development.
Assist in business development activities, including market research, customer segmentation and identifying potential business opportunities.
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Prepare and manage business documents such as quotations, invoices, delivery orders, and service documents accurately and on time.
Maintain organised records for quotations, purchase orders, customer information, and operational workflows so the team can access the correct information easily.
Gather and coordinate information from sales, technical, operations, and accounts teams to support quotation preparation, order processing, and handovers.
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Assist advisors in preparing client-facing materials for financial, retirement, and estate planning meetings.
Support client follow-ups, schedule appointments, and maintain clear records of conversations and action items.
Gather and analyse basic financial data to help build personalised plans across income protection, healthcare, savings, investments, and education planning.
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Handle accounts payable and receivable across all entities (Malaysia, US, Japan), including vendor payment scheduling, client invoicing, and collections follow-up.
Maintain complete, accurate, and audit-ready financial records, transaction data, and supporting documentation at all times.
Conduct regular bank reconciliations and maintain fixed asset registers across entities.
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Candidates must be Mandarin speakers who can read, write, and speak Mandarin, English, and Bahasa Malaysia to communicate with clients. 必须是会讲中文的候选人,精通中文、英文和马来文(读、写、说)以配合客户沟通需求。
Hold an LCCI, Diploma, or Bachelor's Degree in Accounting or a related field. 拥有 LCCI、会计文凭(Diploma)或会计学士学位及相关学历。
Preferably 1-2 years of related working experience. 具备 1-2 年相关工作经验者优先。
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