WICE Associates

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).