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Synergy Consultancy

21-100 Employees · Insurance ·

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WEALTH PLANNER WEALTH PLANNER

SYNERGY CONSULTANCY

MYR1,607.75 - MYR6,975.38 Per Month

Full Time, Part Time

Seremban

  • Provide financial and wealth planning solutions based on clients’ financial goals, needs and risk profiles.
  • Conduct financial needs analysis to identify suitable protection, savings, investment and wealth accumulation strategies.
  • Build and maintain strong relationships with existing and prospective clients through regular consultation and follow-up. ...
Posted
4 days ago