Vacancies

Case Management Executive

Responsibilities

  • Providing administrative support to our financial planners.
  • Efficiently implementing procedures to ensure the financial planning process goes smoothly for clients and staff.
  • Understanding all of the products offered by Blueprint and communicating these products clearly to our clients.
  • Maintaining the company’s database and assist planners in gaining the information they need from clients.

Who we are looking for

  • Degree in Financial Planning, Finance, Business Administration or other related fields.
  •  1-3 years working experience.
  • Proficient in written and spoken English.
  •  Able to work under tight schedules and pressure.
  •  Good attitude and strong discipline.

Licensed Financial Planner

Responsibilities

  • Building a network of contacts to consistently attract new clients.
  • Establishing honest and lasting relationships with clients.
  • Providing professional and comprehensive financial solutions to clients.
  • Taking charge of your own career by seeking out new clients and marketing strategies.

Who we are looking for

  • Passionate to build up a professional career.
  • Good communication and interpersonal skills.
  • Independent and entrepreneurial mindset.

Accounts Executive

Responsibilities

  • Handle full set of accounts which includes payroll.
  • Accounts receivable transaction processing, expense & claims processing, and handling of accounting software and record keeping.

Who we are looking for

  • Passionate to build up a professional career.
  • Good communication and interpersonal skills.
  • Independent and entrepreneurial mindset.

Business Development Executive

Responsibilities

  • Assist in development of business activities; including process improvement, product training activities, implementation of systems and maintenance of databases. .

Who we are looking for

  • Passionate to build up a professional career.
  • Good communication and interpersonal skills.
  • Independent and entrepreneurial mindset.

If you are interested, please submit your resume and cover letter to recruitment@bpplanning.com.my



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