Deskripsi Pekerjaan
Are you a driven professional looking to shape financial futures? We are seeking a dedicated Wealth Planner to join our dynamic team in Kuching, Sarawak. In this pivotal role, you will be responsible for guiding clients through their financial journey, helping them achieve their long-term goals through tailored investment strategies and comprehensive wealth management solutions. We are looking for individuals who possess a passion for sales and a deep understanding of financial markets. Join us to build a rewarding career where your success directly impacts your clients' prosperity. If you're ready to embark on an exciting and rewarding career, we encourage you to apply now!
Tanggung Jawab
- Build and maintain a robust network of potential and existing clients in the Kuching area.
- Conduct in-depth financial needs analysis and present suitable financial planning solutions.
- Drive new business acquisition and exceed monthly sales targets.
- Provide ongoing advisory services and portfolio reviews to ensure client satisfaction.
- Stay updated on market trends and financial products to offer informed advice.
- Ensure strict adherence to regulatory compliance and company policies.
Kualifikasi
- Minimum SPM/STPM or Diploma/Degree in Finance, Economics, Business, or related fields.
- Strong interpersonal and communication skills with a persuasive sales mindset.
- Self-motivated, target-oriented, and willing to learn.
- Valid driver's license is an advantage.
- Familiarity with financial planning concepts and products is preferred.