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Wealth Management Associate

Sales (Corporate, Real Estate, Telesales, etc.)
Full-Time
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Kuala Lumpur, Selangor or WFH, Kuala Lumpur

About The Job

Job Description:
  • Providing professional financial consultation to customers and cultivate long term relationships
  • Empowering customers with proven wealth strategies to allocate their resources to secure and accelerate their financial goals
  • Keep regular records on performance and actively involved in company's development plans
  • Synergize with other team members to create marketing strategies

Job Requirements

  • Minimum 2 years' working experience
  • Bachelor Degree in Finance or related field
  • Comfortable working with diverse people
  • Goal driven and work well in fast paced environment
  • Proactive, open minded and good communication skills 

Our Culture

OUR VISION

We are the leading financial advisory firm providing excellent financial planning and services to our customers and are the customers’ first choice in the area in which we operate.
 
The professional team at Serve And Lead has been helping
individuals, commercial and corporate clients to achieve financial security and
financial success through proper financial planning and execution in Malaysia.
 
It is important to know that financial planning is a journey, it
is not a one-time transaction. Therefore, we empower our individual clients to
take full control over their finances so that they get to live their lives to
the fullest, to do the things they want and to spend time with those they love.
 
In our organization, we value in demonstrating integrity,
striving for excellence, living diversity, engage in teamwork and create
happiness in life.

 

OUR MISSION

To develop a winning team to serve with integrity and to lead with excellence. We support individuals, families, and businesses with client-focused and tailored made solutions using our proprietary financial strategies.
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