WICE Associates
Financial Services - , ,
WICE Associates Employees
WICE Associates Senior Management
WICE Associates Details
WICE Associates Background:• 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 OpportunityWICE Associates Services:• 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).
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