Wealth Planner
PRUDENTIAL ASSURANCE MALAYSIA BERHAD
مجموع سنوات الخبرة :19 years, 10 أشهر
Provided investment management, planning, investment banking, and insurance services for clients, interpreting financial information to develop strategies that successfully met their wealth objectives
Responsibilities :
•Took and passed PCE and CEILI by Bank Negara Malaysia licensing tests
•Fostered strong relationships with clients and assessed clients' specific investment needs based on risk tolerance and time horizon
•Reviewed and analyzed research for clients to provide thorough advice and guidance regarding investment decisions
•Established and maintained relationships with the internal management team and communicated circumstances that required
•supervisory attention
•Maintained continuous alignment of an enrollment strategy
•Coached, mentored and trained new personnel on company new wealth planner agent, operating procedures and PRUDENTIAL and
•Insurance compliance.
•Repeatedly recognized and honored for top sales / leads, customer service and leadership.
Operationally Reports to Projects & functionally reports to head Office.
Responsibilities :
•Ensuring all Legal regulations concerning safety, health & environment are implementing in the execution of the project.
•Preparing site Risk Assessments & Conducting fire drills.
•Conduct Audits, Site inspections.
•Ensure implementation of work permit system.
•Conducting safety awareness trainings like safety induction, job oriented safety trainings & Toolbox talks etc.
•Incident reporting & investigation.
•Documentation & document control.
•Conduct weekly & Monthly safety meetings to address arising issues and safety concerns, as well,
Accountable for scheduling as well as handling incoming payments.
•Update student progress and scheduling report
•Prepared and maintain schedule for 6 clubs with more than 300 over students.
•Ensure classes run smoothly and managed subordinate employees.
To do stock checker either in groceries shop (select), workshop and carwash.
•To handle enquiry and complaints from our staffs and customer.
•Invoicing and data entry.
•Handle simple accounts and other admin duties.