全职 Wealth Advisory Consultant 工作, 薪水 up to MYR 4,000, Glory Excellent Management Melaka 公司招聘中 - Ricebowl

WHY JOIN GEM?

• Attractive income with performance-based incentives
• Professional training and mentorship
• Career advancement opportunities
• Personal branding and networking opportunities
• Flexible working arrangements
• Build your own professional business

KEY RESPONSIBILITIES

• Build and develop long-term relationships with clients through trust and professional engagement.
• Conduct financial needs analysis to understand clients' financial goals, priorities, and risk exposures.
• Develop personalized wealth management strategies and recommend suitable financial solutions.
• Advise clients on financial protection, savings, investment, retirement, and legacy planning.
• Conduct regular portfolio reviews to ensure clients' financial plans remain aligned with their changing needs and goals.
• Keep up to date with financial market trends, industry developments, and financial products.
• Identify and generate new business opportunities through networking, referrals, and relationship building.
• Provide excellent customer service, ongoing financial guidance, and professional after-sales support.

WHO WE ARE LOOKING FOR

• Below 35 years old
• Fresh graduates are welcome
• SPM / Diploma / Degree holders
• Positive attitude and self-motivated
• Good communication and interpersonal skills
• Interested in financial planning and wealth management

Pay: RM2,500.00 - RM4,000.00 per month

Work Location: In person