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Wealth Management Trainee

Salary undisclosed

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Role Overview

We are looking for ambitious individuals who are driven to achieve success. You play a vital role in engaging directly with clients to gain insight into their financial objectives, risk tolerance levels, and long-term goals. This involves conducting thorough needs assessments to identify gaps in their current coverage and recommending appropriate life insurance or family takaful products that align with their needs. The successful applicant will be rewarded with a competitive income, bonus, company incentive trips, Full corporate support, training, and development will be provided.

Qualifications

Professionalism: High level of professionalism, integrity, and ethical conduct.

Interpersonal skills: Ability to engage with colleagues, peers, and clients professionally.

Education: Diploma Level in finance, business administration, economics, or a related field will be an added advantage.

Communication Skills: Good communication skills. Ability to explain concepts clearly and understandably.

Client Focus: Customer-centric mindset with a genuine desire to assist clients and build long-term relationships.

Team Player: Collaborative attitude with the ability to work effectively in a team-oriented environment.

Career Benefits

Generous Compensation: Enjoy a substantial starting salary, supplemented by commissions, bonuses, and incentives.

Global Opportunities: Experience international travel and cultural exposure through overseas trips.

Flexible Work Arrangements: Benefit from work flexibility that allows you to balance your professional and personal life.

Comprehensive Development: Receive proven coaching and training to enhance your skills and career growth.

Secure Future: Enjoy the peace of mind that comes with retirement benefits.

Career Advancement

As an insurance/takaful advisor, you will have the opportunity to advance and expand your role. With dedication, ongoing learning, and proven performance, you can progress to roles such as CFA, Unit Manager and Agency Manager, Additionally, you may pursue advanced certifications and continuing education opportunities to enhance your expertise and career prospects in insurance/takaful planning.