jobs in YCN Group

YCN Group Hiring! Full Time Wealth Management Advisor in Selangor - Ricebowl

Wealth Management Advisor jobs

Wealth Management Advisor

Undisclosed
Fresh Graduates
Fast Response
Be an early applicant!
Posted 8 hours ago • Closing 12 Oct 2026
Be an early applicant!
Share
Save

Working Location

  • Jalan Professor Khoo Kay Kim Petaling Jaya Selangor Malaysia 46200

Job Description

Requirements

  • minimum Diploma or 3 years working experience

  • Career switchers are welcome

  • Strong willingness to work in a performance-based environment

  • Comfortable with flexible working hours (including evenings/weekends for client meetings)

  • No prior financial industry experience required (training provided)

  • Candidates with sales, teaching, consulting, or client-facing experience have an advantage

Required Skill

  • Strong interpersonal communication (must demonstrate ability to build trust)

  • Active listening and needs analysis capability

  • Emotional resilience (can handle rejection without drop in activity)

  • Self-discipline and consistency in follow-ups

  • Basic financial literacy (or ability to learn quickly)

  • Prospecting mindset (willing to initiate conversations, not wait for leads)

  • Ethical judgment and client-first thinking

Income & Rewards

  • Performance-based income structure (commission + bonuses)

  • Incentives and recognition programs for top performers

  • Potential to qualify for industry recognition pathways (e.g. MDRT)

Career Development

  • Structured training and mentorship program

  • Clear progression pathway from consultant to leadership roles

  • Opportunity to pursue professional certifications (e.g. CFP, RFP, FChFP, Advisors pathway)

Work Structure & Environment

  • Flexible working schedule

  • Supportive team environment and coaching culture

  • Access to marketing support and business tools

Responsibilities

  • Engage and build relationships with prospective clients through networking, referrals, and outreach

  • Conduct fact-finding and needs analysis on clients’ financial situations and life goals

  • Recommend suitable protection and financial solutions aligned to client needs

  • Follow up consistently to convert prospects into clients

  • Provide ongoing servicing and review of clients’ financial plans

  • Maintain accurate records of client interactions and pipeline activities

  • Participate in training, coaching, and team development sessions

Benefits

  • Supportive and professional working environment
  • Training Provided
  • Performance Bonus
  • Company Trip
  • Flexible Working Hours
  • Opportunities to travel worldwide
  • Provident fund
  • Group insurance scheme

How to get to this company by public transport?

Petaling Jaya

Nearby Public Transportation

LRT
  • ASIA JAYA

    0.6 km

  • TAMAN JAYA

    1.0 km

  • TAMAN PARAMOUNT

    1.8 km

Important Information

Never provide your bank or credit card details when applying for jobs. Do not transfer any money or complete unrelated online surveys. If you see something suspicious, Report this Job ad.

Learn More