WEALTH PLANNER

The job of a wealth planner is to provide financial advice to clients. Through our unique wealth planning process - financial health check, our clients understand where they stand financially, what they want to achieve and how to get there.  A Wealth Planner's main task is to assist clients to reveal their financial needs and subsequently implement our recommendations. We continue to service our clients in all aspects of wealth planning, provides qualify health care plans for
individuals and corporate, covering general insurance needs, unit trust investment, estate planning with will and trust, as-salihin and more. With continuous service and interaction with our clients, we build long term relationship and friendship alongside our career as wealth planners.
 
Our key objective here in Nuovo Paradigm is that we wanted our wealth planners to grow and be successful throughout their working careers. Thus a series of training programs, scheduled workshop and a systematic methodology and approach is in place to grow our planners to Wealth Manager positions.
 
Promotion to Wealth Manager is a total different level in wealth planning career. From this promotion, Wealth Managers are expected to lead and recruits. Through the process of recruitment, Nuovo managers will grow and build their very own team of Nuovo wealth planners. Here, everyone is having an equal chance to advance their career and be promoted to higher management. 

Our Address
Nuovo Paradigm Sdn Bhd (779914-D)
Unit No: 1017, Block A, (Lobby 5)
10th floor, Damansara Intan,
No. 1, Jln SS20/27, 47400, Petaling Jaya,
Selangor Darul Ehsan, Malaysia.

 


 

Call

T: +603 7733 0629
F: +603 7733 0629

 

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