Deskripsi Pekerjaan
Are you passionate about helping individuals and families secure their financial future? Aileen Wealth Management is seeking a driven, professional, and empathetic Financial Advisor to join our expanding team in Johor Bahru. In this role, you will act as a trusted partner to our clients, providing bespoke financial consultancy and protection solutions that align with their life goals and financial stability.
As part of our team, you will receive ongoing training and support to stay ahead of market trends. We are looking for motivated individuals who thrive on building long-term relationships, possess strong communication skills, and are dedicated to maintaining the highest ethical standards in wealth management.
Tanggung Jawab
- Conduct comprehensive financial needs analysis for clients to identify their protection and investment requirements.
- Develop and present customized financial planning solutions, including insurance, wealth accumulation, and retirement strategies.
- Proactively cultivate and manage a portfolio of new and existing clients through networking and referrals.
- Maintain regular contact with clients to review their financial plans and adapt strategies as their life circumstances change.
- Provide expert advice on risk management and financial protection products.
- Ensure all financial advice complies with regulatory standards and company policies.
- Participate in industry-related training programs to enhance product knowledge and advisory skills.
Kualifikasi
- Minimum Diploma or Degree in Finance, Business Administration, Accounting, or a related field.
- Strong interpersonal skills with the ability to build rapport with diverse client profiles.
- Excellent verbal and written communication skills in English and Bahasa Melayu (Mandarin proficiency is an advantage).
- A strong desire to learn and succeed in a fast-paced financial services environment.
- Self-motivated, disciplined, and able to work independently or within a team structure.
- Previous experience in financial services, sales, or banking is highly encouraged but not mandatory.
- Possession of relevant financial licenses (e.g., PCE/CEILLI) will be considered a significant advantage.