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Wealth Advisor

Sales and marketing
Full-time
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Petaling Jaya, Selangor

About The Job

  • Offering solutions to achieve client’s financial planning goals.
  • Helping clients to create:- Family funds, income replacements, retirement planning , education planning, estate planning , medical funds and other one-stop financial solutions.
  • Managing and resolving issues raised by clients.

Job Requirements

  1. Candidate must posses at least SPM, Diploma or Bachelor Degree in Business, Finance, Sales, Marketing or relevant field.
  2. Fresh graduates are welcomed to join.
  3. At least 2 years of professional experience in business development, management, sales, legal and accounting, education, finance and etc.
  4. Able to communicate in English and BM.
  5. Good communication and interpersonal skills. 
  6. Able to provide good customer service by listen to customer needs.
  7. Has strong network of personal and business contacts.
  8. Has own transport.
  9. Attractive commission, bonus, incentive trip & retirement gratuity 
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