company-logo-image

EXECUTIVE WEALTH ADVISOR

Perfect Wealth Advisory Sdn Bhd
ashley-avatar-image

AI-generated summary

beta
speech-bubble-tail-image

Oops, looks like Ashley forgot to summarize this job! We apologize for the inconvenience. Please read the complete Job Description for full details and additional information.

RM 2500 - RM 7500

Malaysia

Full-Time

Job Description

  • Advise clients on financial plans: Investment strategies,  financial risk management, retirement plan and estate planning. 
  • Duties include assessing clients' assets, liabilities, cash flow, insurance coverage, tax status, and financial objectives.

Job Requirements

  1. Age 22 - 45
  2. Bumi Only
  3. Posses at least a Diploma or Degree in any discipline
  4. High Achievement Drive
  5. Goal Getter
  6. Highly Teachable
  7. Team Player


Additional Info

Experience Level

0 - 7 Years of Experience

Job Specialisation

Financial Services & Banking


Company Profile

Perfect Wealth Advisory Sdn Bhd-logo-image

Perfect Wealth Advisory Sdn Bhd


Founded in 2009, PWA  is a  dynamic Financial Advisory Agency that develops many successful Financial Advisors in the industry. As of today, we have developed 120 successful advisors and the numbers keep growing every year.  As an award-winning Financial Advisory Agency, our focus is to help our clients in achieving financial independence via a systematic approach and process in the area of Investment Planning, Retirement Planning, Financial Risk Management, and Estate Planning.

Working here means you’re part of something bigger – every day we work to provide people comprehensive solutions that they need to achieve their long-term financial goals. Thus, we will keep upgrading our advisors by offering them an opportunity to pursue study to obtain their profesional certification in  Financial Planning.  Our development program outline :
  1. Expose yourself to various opportunities in financial services industry to upgrade yourself
  2. Learn PWA's proprietary proven system and tools to build recurring income using Integrated Financial Products and Services.
  3. On Job Training guided by successful mentors & leaders on how to perform holistic financial planning.

We offer an outstanding opportunity for someone with an entrepreneurial spirit. For those up to the challenge, we are one of the best entrepreneurial opportunities today. This is an opportunity to earn a six-figure income within 3 years. We are not  just offering a JOB but rather a LIFETIME CAREER

Career Benefits :
  • Basic RM2500 - RM7500
  • Performance Bonus
  • Fully Sponsored Certified Financial Planning Program
  • Performance Bonus
  • Daily Commission 
  • Annual Trip and Convention

"If You Don't Build Your Dream, Someone Will Hire You to Help Build Theirs"


Find us at :  


company-logo-image

EXECUTIVE WEALTH ADVISOR

Perfect Wealth Advisory Sdn Bhd

RM 2500 - RM 7500

Malaysia

Full-Time

This job is no longer available