INTERNSHIP - FINANCIAL PLANNING , SOCIAL MEDIA MARKETING

What you can look forwJob Description

What you can look forward to:
• Basic income scheme + High commission + Incentives
• Annual leave, medical and insurance coverage
• Comprehensive training and guided advisory
• Career progression within the Oversea Bank
• Location: Nationwide

You will play the important role of:
• Understanding customer's financial needs and concerns by Financial Need Analysis (FNA)
• Help client with providing the most suitable financial solution (Insurance, savings plan, investment & etc)
• Help client with providing comprehensive legacy planning with Will Writing and Set Up Trust Fund
• To proactively manage and build long term customer relationship.
• To provide good after-sales and conduct sales visits to potential customers within the vicinity.
• Ensure adherence to the relevant policies, regulatory risk and compliance matters.
• Keep improving on personal development with pursue Registered Financial Planner (RFP) from Malaysian Financial Planning Council (MFPC).
ard to:
• Incentives + High commission
• Annual leave, medical and insurance coverage
• Comprehensive training and guided advisory
• Career collaboration within the Oversea Bank
• Location: Nationwide

You will play the important role of:
• Understanding customer's financial needs and concerns by Financial Need Analysis (FNA)
• Help client with providing the most suitable financial solution (Insurance, savings plan, investment & etc)
• Help client with providing comprehensive legacy planning with Will Writing and Set Up Trust Fund
• To proactively manage and build long term customer relationship.
• To provide good after-sales and conduct sales visits to potential customers within the vicinity.
• Ensure adherence to the relevant policies, regulatory risk and compliance matters.
• Keep improving on personal development with pursue Registered Financial Planner (RFP) from Malaysian Financial Planning Council (MFPC).

To succeed in this role, you will need to have:
 Minimum Diploma or Degree or equivalent in academic qualification
 Aggressive, proactive, outspoken, self-discipline and willing to explore new opportunity.
 Possess own transport.
 Fresh graduates with great enthusiasm are encouraged to apply.
Why WICE Associates
• At WICE Associates, we believe everyone is unique and talented to be developed as a charisma leader.
• We consolidate resources and uphold the Value of Sharing to achieve the greatest efficiency.
• We encourage self-reliance and self-enhancement
• Over 30 years experiences in financial services field.
• Over 30 Branches Nationwide (eg: Penang, Bukit Mertajam, Sungai Petani, PJ, Puchong, Cheras, Klang, Johor Bahru, Nusa Jaya, Muar, Seremban, Melaka, Batu Pahat, etc.)
• Associate Registered Financial Planner (RFP) recognition approved by the MFPC, BNM
• Property & Stock Market Investment Opportunity
What company provide to you:
o Incentive will be provided starting from the range of RM1000 - RM 2000 based on KPI【commission + allowance + bonus】
o Company oversea travel allowance (minimum twice a year with full cover on expenses)
o Leadership Bonus
o Retirement & Pension Fund
o Office Management Fund
o Franchise Bonus

Our vision as a firm focuses on helping others achieve financial goals, as well as understanding of each client’s unique purpose, mission and values. . Each client has different ideas about what makes life great. We take the burden out of managing the financial details so clients can enjoy life’s journey and live out their unique purpose.

Our vision is for our team members to feel valued, equipped, and empowered to make an impact through their work. We strive to honor the dignity of the family and enable our employees to build their own legacies.