jobs in SYNERGY LIVING GROUP (SLG)

SYNERGY LIVING GROUP (SLG) Hiring! Full Time Wealth Planner in Perak - Ricebowl

Wealth Planner jobs
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Posted a month ago • Closing 20 Jun 2026
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Working Location

  • Jalan Seenivasagam Ipoh Perak Malaysia 30450

Job Description

Requirements

  • Age between 20 – 45 years old

  • Minimum SPM qualification + 2yrs Working Experience

  • Diploma/Degree preferred

  • Fresh graduates and working adults are encouraged to apply

  • Good communication and interpersonal skills

  • Self-motivated, disciplined, and willing to learn

  • Able to work in a performance-driven environment

  • Open to a career in financial advisory (including insurance-based solutions)

Responsibilities

  • Provide financial planning and protection solutions to clients

  • Build and maintain long-term client relationships

  • Identify clients’ needs and recommend suitable financial strategies

  • Participate in structured training and development programs

  • Achieve personal performance and income targets

  • Continuously improve knowledge in financial products and advisory skills

Benefits

  • Structured training & mentorship program
  • Career advancement opportunities
  • Performance-based incentives & bonuses
  • Professional development programs
  • Business support & guidance
  • Hybrid working arrangement

Skills

Communication Problem-Solving Self-Discipline Goal Oriented Willingness to Adapt Time Management

Important Information

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