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 Opportunity
WICE 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).
Company Details
- Employees
- 7
- Founded
- 2017
- Address
- 28-4-2, Block D Jalan 2/101c,, Cheras Business Centre,malaysia
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- https://wice.live/
- Keywords
- HRDF Training Provider, Insurance, Will Writing Services, Trust Planning, Legacy Planning, Property Investment, Takaful Service, Employee Benefits Planning, Key Man Insurance Planning (SME), General Insurance, Corporate Insurance, Business Insurance Succession Planning.
- HQ
- Kuala Lumpur, Cheras
Wice Associates Questions
Wice Associates's website is https://wice.live/
Wice Associates's LinkedIn profile is https://my.linkedin.com/company/wice-associates
Wice Associates has
7 employees.
View email and phone details for 7
employees at Wice Associates.
Wice Associates's industry is
Financial Services
Wice Associates's top competitors are
Uib Asia Labuan Ltd,
Total Business Advisory,
Mychoice For Life,
Icc Malaysia,
Willie Ong & Jl Ooi,
Lmw Wealth Advisory,
Wice Solution Consultancy Sdn. Bhd. - Hrdc Training Provider,
Wealth Academy Malaysia,
Sterling Insurance Brokers Sdn Bhd,
Principal Re Limited.
Wice Associates's categories are Financial Services
Wice Associates's founding year is 2017
