We are looking for respondents to participate in our
survey.
Requirements:
- Active Wealth Product Holders
- Existing customers to local banks & must have any wealth management products with any top 5 banks; OR use online investment platform to manage their investment activities (DIY for their investment)
- Frequently check on their investment
- Always looking for investment opportunity
- Have knowledge in investments and finances, and invests in complex products
- People with asset under management (AUM) >RM150,000
- Holds Private account in any bank OR Holds Hire Purchase of more than RM 300K OR Holds Mortgage of more than RM 1M OR Uses Wealth Management in any bank
- 32 - 45 years old, currently Professionals/Managers/Executives/Business Owners, MPI above 10k
- Active Wealth Product Holders
- Existing customers to local banks & must have any wealth management products with any top 5 banks; OR use online investment platform to manage their investment activities (DIY for their investment)
- Frequently check on their investment
- Always looking for investment opportunity
- Have knowledge in investments and finances, and invests in complex products
- People with asset under management (AUM) >RM150,000
- Holds Private account in any bank OR Holds Hire Purchase of more than RM 300K OR Holds Mortgage of more than RM 1M OR Uses Wealth Management in any bank
- 32 - 45 years old, currently Professionals/Managers/Executives/Business Owners, MPI above 10k
- OR > 40yo, White collar professionals (E.g., CEO, directors,
managers, VPs), MPI above 20K
- Fluent in English
- For Klang Valley residents
- Fluent in English
- For Klang Valley residents
Note:
- This is not a sale & marketing position and you
are not required to sell or promote any products or
services.
- Short-listed candidates will receive confirmation
via phone call and sms.
- Your personal data will not be used for any other
reasons apart for the survey.
Date/Time
- 3 July 2020 onwards / 11am – 12.30om or 2pm – 3.30pm
***only need to pick one day & one slot, we will call you to
arrange should you shortlisted for the survey***
Venue :
At your own place (KLANG VALLEY RESIDENTS ONLY)
Incentive : 1.5 hour,
RM350 – RM500 (will bank in into your
account within 5 – 7 working days)
Interested, please provide the information for “Questions
for selection criteria” as stated below to Cheong via
Questions for selection
criteria:
Email address:
Total AUM (Asset Under Management):
(A) RM 0 - RM50K
(B) RM50K - RM100K
(C) RM100K - RM150K
(D) RM150K - RM200K
(E) >RM200K
(F) Other
What is your main bank (ONLY ONE ANSWER)?
Total Mortgage holds (Loans etc) ***IN
RM, e.g.: 600000***:
Total hire purchase holds ***IN RM,
e.g.: 500000***:
Use any wealth management in any bank?
(unit trust/ Forex/ BANCA/ PRS etc)? YES/NO
English fluency? (1 – POOR, 10 –
EXCELLENT)?
Full name
NRIC (FOR SURVEY PURPOSE ONLY)
Phone number
Monthly personal income
Marital status
Occupation
Industry
Staying area:
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