AG Wealth Advisory is looking for motivated fresh graduates and career switchers who want to build a professional career in financial services, client advisory and business development. Structured training, practical guidance and personal mentoring are provided.Learn how to understand clients' financial protection needs.Introduce suitable financial protection solutions with guidance.Arrange appointments and participate in client consultations.Build and maintain long-term client relationships.Follow up with prospective and existing clients.Provide professional after-sales support.Develop communication, presentation, sales and business-development skills.Work towards agreed activity and performance targets.Progress towards senior advisory or leadership responsibilities based on performance.This is a client-facing financial-services role involving prospecting, consultations, relationship management and performance targets. It is not a desk-based administrative position. Potential monthly income is RM2,000-RM5,000 depending on eligibility and individual performance. Actual income may vary and is not guaranteed. The full income structure will be explained transparently during the interview.
AG Wealth Advisory is looking for motivated fresh graduates and career switchers who want to build a professional career in financial services, client advisory and business development. Structured training, practical guidance and personal mentoring are provided.
Learn how to understand clients' financial protection needs....
Branch Results: Take full ownership of the branch’s acquisition and sales targets, with full accountability for performance.
Maximize Transaction Performance: Aggressively drive strategies to boost team productivity and optimize results in both vehicle acquisitions and sales.
Lead with Data: Consistently track KPIs, analyze performance trends, and act on insights to improve outcomes....
Deliver reporting and accounting activities: Execute reporting, accounting and analytical processes accurately and on time in accordance with established standards, governance requirements and service expectations.
Perform financial analysis and reporting: Analyse financial information, identify trends, investigate variances and provide insights that support business and finance decision-making.
Manage tactical projects and initiatives: Lead or contribute to reporting, information management and data-related projects that improve finance delivery and business outcomes....
Act as a key financial partner to CEVA’s IT, HR, Legal, Communication, and corporate support functions
Be prepare on monthly basis to lead a call with your stakeholders to explain your departmental numbers, explain the variance, and the results or your analysis & recommendation.
Participate in leadership meetings with CEVA Heads of Departments...
Deliver reporting and accounting activities: Execute reporting, accounting and analytical processes accurately and on time in accordance with established standards, governance requirements and service expectations.
Perform financial analysis and reporting: Analyse financial information, identify trends, investigate variances and provide insights that support business and finance decision-making.
Manage tactical projects and initiatives: Lead or contribute to reporting, information management and data-related projects that improve finance delivery and business outcomes....