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Wealth Management Trainee

WAI Associates Group
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RM 2500 - RM 4000

Kuala Lumpur

Full-Time

Job Description


Responsibilities:
  • To review and do financial analysis for clients
  • Maintain a trustworthy relationship with your clients and keep track of any inquiries they may have
  • Expand your team and head towards being a unit manager of your own division 
 
Benefits:
  • Training & coaching will be provided
  • Flexible working hours
  • High commission rate
  • Rewards (such as fully paid holidays and bonuses)
  • High career growth opportunities 

 
Be a part of a team of young and vibrant individuals that is constantly challenging and encouraging each other to achieve goals and to solve obstacles; be trained by highly qualified experienced mentors that have been advising on financial planning for over 35 years while continuing to grow with our one-on-one mentoring system. Join us now if you want to start monetising your networking skills and be part of a goal-oriented team of young individuals!


 

Job Requirements

 
Requirements:
  • Diploma and above with minimum 2-3 years working experience (preferable age within 25-40).
  • Good networking skills
  • Highly recommended to those who are people-oriented 

Company Benefits

Incentive Holidays & Travel

Our Top Advisors qualify for numerous 5-star luxury travel holidays around the world. All expenses paid - work hard and play harder.

Comprehensive Medical Insurance

You'll get one of the best personal medical insurance coverage in Malaysia today, with the option to buy life insurance as well.

Hipster Office Location

We are located at one of the best places to work, with lots of food, cafes, grocery, shopping, affordable car park spaces.

Flexible work hours

Our advisors enjoy flexible work hours - they can decide when they want to work and can always prioritise family matters when it matters most.

Friendly & Energising Workplace

Work with a vibrant team of like-minded professionals in a positive and energising culture - always aiming for your dreams in life. It matters.

Extended Annual Leave

Our employees can take long annual leave up to 14 working days if they wish to go for a family vacation, holiday, or take time off for themselves.


Additional Info

Experience Level

1 - 7 Years of Experience

Job Specialisation

Business Development, General Sales, Key Account / Relationship Management


Company Profile

WAI Associates Group-logo-image

WAI Associates Group

Established in 1977, WAI Associates Group started as a life insurance agency in Kuala Lumpur, Malaysia. Since then, the company has grown to be a leading professional financial services company with over 44+ years of experience specialising in wealth creation, protection, conservation, and distribution. Today, we provide multi-line solutions in life insurance, general insurance, unit trusts investments, estate/distribution planning, and family trusts.

Over the years, WAI Associates Group has won numerous industry awards, including Multi-Million Dollar Agency, Hall of Fame, Top Life Insurance Agency, and other service awards. We have developed more than 12 MDRTs, 19 Unit Managers and coached over 350+ advisors. Some of the best advisors in the financial services industry today came from our company.


company-logo-image

Wealth Management Trainee

WAI Associates Group

RM 2500 - RM 4000

Kuala Lumpur

Full-Time

This job is no longer available