- Jalan Raja Kuala Lumpur WP Kuala Lumpur Malaysia 50480

KL City, WP Kuala Lumpur
Working Location
Job Description
Requirements
About the Role
We are currently looking for motivated individuals who are interested in building a professional long-term career in financial advisory, client consulting, and wealth planning.
This role provides structured training, mentorship, and full support for individuals who want to develop strong communication, consulting, and client relationship skills in a professional environment.
Requirements
Minimum Bachelor's Degree in any field.
Fresh graduates are encouraged to apply.
Proficiency in Mandarin is required as the role involves communicating with Mandarin-speaking clients.
Strong communication and interpersonal skills.
Self-motivated, goal-oriented, and willing to learn.
Positive attitude with strong teamwork skills.
Why Join Us
Supportive and collaborative team culture.
Strong mentorship and personal development support.
Opportunities to participate in CSR and community engagement programs.
Exposure to event planning and team activities.
Responsibilities
Provide holistic financial advisory solutions tailored to clients’ needs.
Conduct financial needs analysis and recommend suitable protection solutions.
Assist clients in insurance planning, wealth accumulation, retirement planning, and risk management.
Build and maintain long-term client relationships through professional advisory service.
Provide structured after-sales service and policy review support.
Develop new client opportunities through networking, referrals, and relationship building activities.
Participate in structured training, mentorship, and continuous professional development programs.
Benefits
Skills
LRT - MASJID JAMEK
0.3 km
LRT - PASAR SENI
0.6 km
MRT - PASAR SENI
0.6 km
KTM - BANK NEGARA
0.8 km
LRT - BANDARAYA
0.9 km
KTM - KUALA LUMPUR
0.9 km
LRT - PLAZA RAKYAT
1.0 km
MRT - MERDEKA
1.1 km
MRL - MAHARAJALELA
1.2 km
LRT - DANG WANGI
1.3 km
MRL - MEDAN TUANKU
1.4 km
MRT - MUZIUM NEGARA
1.4 km
LRT - SULTAN ISMAIL
1.5 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.