Wealth Management Advisor

Job Summary

As a Wealth Management Advisor, you will be responsible for providing financial advice and investment opportunities to clients to help them achieve their financial goals and secure their financial future.

We are seeking a highly qualified candidate who possesses the following qualities:

• Experienced in delivering personalized financial advice to clients, helping them achieve their financial goals and foster wealth growth.
• Proactive and skilled in growing the client base through effective networking, business development initiatives, and cultivating trust-based relationships.
• Dedicated to staying informed about investment market trends and committed to ongoing professional development.
• Exhibits patience, attentiveness, and strong problem-solving abilities when addressing client concerns, resolving issues, answering product inquiries, and providing timely support to ensure client satisfaction.

Requirements:

• Minimum of 4-5 years of experience in Banking, Investments, Unit Trusts, Insurance, or Wealth Management.
• Customer-oriented mindset with a proactive approach to fulfilling customer needs, while striving for own career goal.
• Possession of certifications such as CFP, RFP, FIMM license would be advantageous.
• Preferably candidates with experience as Private Bankers, Client Advisors, Relationship Managers, Personal Financial Consultants (PFC), or Unit Trust Consultants (UTC).
• Ability to work independently and as part of a team.
• Positive, self-driven and willing to learn.

Perks & Benefits:

• Attractive profit-sharing program with the potential to create a steady, recurring income stream.
• Kick-Start scheme to support your entrepreneur transition journey.
• Flexible work schedule that prioritizes work-life balance.
• Internal and external support on market updates, product trainings and soft skills coaching.
• Direct market update from fund/ product managers.
• Opportunity to attend overseas trip twice a year and plenty of lifestyle campaigns.

Join our team as a Wealth Management Advisor to make a meaningful impact on clients' financial well-being and help them navigate the complexities of wealth management.

Job Type: Full-time

Pay: RM4,000.00 - RM10,000.00 per month

Benefits:

• Flexible schedule
• Opportunities for promotion
• Professional development

Supplemental Pay:

• Commission pay

Experience:

• Wealth management: 3 years (Preferred)

License/Certification:

• FIMM license (Preferred)

Expected Start Date: 12/06/2024