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Wealth Management Consultant

Salary undisclosed

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Company Description

Prudential BSN Takaful Berhad (PruBSN) is Malaysia’s leading family takaful operator known for its customer-centric approach, innovative solutions, and technological leadership. The company focuses on robust talent development, leadership training, performance rewards, employee engagement, and diversity and inclusion initiatives. PruBSN offers ample opportunities for learning and growth, driving leadership at all levels, and fostering a culture of engagement and inclusion.

Role Description

This is a full-time hybrid role for a Wealth Management Consultant at Prudential BSN Takaful Berhad in Shah Alam, with flexibility for remote work. The Wealth Management Consultant will be responsible for providing financial planning, retirement planning, investment advice, and consulting services to clients. The role involves analyzing financial data, developing customized wealth management strategies, and helping clients achieve their financial goals.

Qualifications

  • Financial Planning, Retirement Planning, and Investments skills
  • Finance and Consulting skills
  • Strong analytical and problem-solving abilities
  • Excellent communication and interpersonal skills
  • Experience in the financial services industry
  • Minimum Diploma in Sales, Finance, Economics, Business, or related field
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