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Wealth Advisor

Sales (Corporate, Real Estate, Telesales, etc.)
Full-Time
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Puchong, Selangor

About The Job

  • Marketing financial products to clients
  • Help to plan and design a proper financial products according to clients needs
  • To develop your own network of clients via your comprehensive platform 
  • Assist on risk management 
  • Assist on financial planning

Job Requirements

  1. Candidate must possess at least Primary/Secondary School/SPM/"O" Level, Higher Secondary/STPM/"A" Level/Pre-U, Diploma/Advanced/Higher/Graduate Diploma in Business Studies/Administration/Management, Human Resource Management, Secretarial or equivalent.
  2. Required language(s): English, Chinese.
  3. At least 1 Year(s) of working experience in the related field is required for this position.
  4. Preferably Junior Executive specialized in Sales/Marketing or equivalent.

Our Culture

COMPANY OVERVIEW

We are one of  the nationwide's fastest growing financial product sales marketing company in cooperation with Great Eastern and OCBC Bank, specialized in helping client in risk management, retirement planning and investment. In view of our business expansion, we are seeking dynamic and confident individuals to join us.

We are committed to build a team of young millionaires and financial consultants to assist our client to achieving their financial goal while maintaining their financial security.

WHY JOIN US ?

We are an established marketing company in financial services that is in partnership with Great Eastern and OCBC Bank offering complete wealth management and financial services to both individual and corporate clients.

Other Benefits:
  • We commit to a friendly and professional work environment.
  • We provide opportunities for career advancement within the company.
  • We provide training to develop skill and knowledge among our staffs
  • We provide free oversea trip every year 
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