- Damansara Jaya Selangor Malaysia
Working Location
Job Description
Responsibilities
Company Description
Xenwealth is a dynamic Financial Well-Being Advisory based in Damansara, dedicated to helping individuals and families make informed financial decisions for a more secure future.
Our team focuses on providing thoughtful financial planning support, covering areas such as protection planning, legacy distribution, and long-term financial strategies. With over 50 years of combined industry experience, Xenwealth is built on a culture of integrity, collaboration, and client-first thinking.
We believe financial well-being is about more than numbers - it is about creating clarity, confidence, and peace of mind for the people we serve.
Role Overview
We are looking for driven and people-oriented individuals to join Xenwealth as Sales Specialist.
This role is suitable for someone who enjoys meeting people, building relationships, learning about financial well-being, and guiding clients toward better financial clarity. You will be exposed to client engagement, needs discovery, solution presentation, business development, and long-term relationship management within a professional financial advisory environment.
At Xenwealth, this is not just a sales role. It is a platform to develop communication skills, business confidence, personal discipline, and leadership potential while helping people make more informed life and financial decisions.
Key Responsibilities
• Client Engagement & Relationship Building - Connect with individuals, families, and working professionals to understand their goals, concerns, and financial priorities.
• Needs Discovery & Financial Conversations - Learn how to ask meaningful questions, identify gaps, and guide clients through structured financial discussions.
• Solution Presentation - Present suitable financial well-being solutions in areas such as protection planning, legacy distribution, and long-term financial strategies.
• Business Development & Prospecting - Build and manage a personal pipeline through referrals, networking, events, social media, and community engagement.
• Follow-Up & Client Servicing - Maintain consistent communication with clients and prospects, ensuring professional follow-up and relationship continuity.
• Event & Market Engagement - Participate in client events, education sessions, career previews, and business development initiatives.
• Personal Branding & Digital Presence - Develop confidence in presenting yourself professionally through social platforms, content ideas, and relationship-based marketing.
• Professional Growth & Leadership Exposure - Build practical skills in communication, planning, accountability, entrepreneurship, and team development.
Who We Are Looking For
• Strong communication and interpersonal skills
• Self-driven, proactive, and willing to learn
• Positive attitude with a growth mindset
• Comfortable meeting new people and building relationships
• Interested in finance, business, personal development, or entrepreneurship
• Able to work independently while staying accountable to goals
• Open to coaching, feedback, and continuous improvement
• Prior experience in sales, customer service, marketing, finance, or events is an advantage, but not required
Preferred Background
• Business / Management / Administration
• Marketing / Mass Communication
• Finance / Banking / Economics
• Psychology / Human Resource / Hospitality
• Fresh graduates, career switchers, and ambitious young professionals are welcome to apply
What We Offer
• Structured onboarding and practical field exposure
• Mentorship from experienced professionals
• Training in communication, client engagement, and financial advisory concepts
• Exposure to personal branding, business development, and leadership building
• Supportive team culture focused on growth, accountability, and integrity
• Performance-based career progression and income potential
Why Join Xenwealth
If you are looking for a career path that combines people, purpose, business growth, and financial education, this role gives you the space to grow with guidance, structure, and a team that believes in building people.
We serve. We build.
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