Deskripsi Pekerjaan
Are you an ambitious professional looking to transcend the limitations of a standard fixed-salary role? Our Wealth Planner Career Acceleration Programme is specifically designed for high-performers who possess the drive to build a lucrative career in the financial services sector. This role offers a unique blend of intensive mentorship, professional development, and a clear, structured pathway into leadership within one of the most dynamic industries in Malaysia.
As a Wealth Planner, you will be empowered to provide comprehensive financial solutions to a diverse clientele. We don't just offer a job; we offer a career trajectory that rewards initiative, expertise, and a commitment to excellence. If you are ready to pivot from traditional employment into a performance-driven environment where your income and career progression are truly in your own hands, this is the opportunity you have been waiting for.
Tanggung Jawab
- Develop and execute personalized wealth management strategies for high-net-worth individuals and corporate clients.
- Build and maintain long-term professional relationships through proactive client engagement and exceptional service.
- Conduct thorough financial needs analyses to identify suitable insurance, investment, and retirement solutions.
- Collaborate with internal teams to stay updated on market trends and regulatory changes within the financial sector.
- Participate in regular leadership training modules to fast-track your progression to management roles.
- Achieve and exceed individual sales targets while contributing to the overall growth of the firm.
- Participate in networking events and workshops to expand your professional footprint in Petaling Jaya and beyond.
Kualifikasi
- Bachelor’s degree in Finance, Business, Economics, or a related field.
- Minimum 1-2 years of experience in sales, financial services, or customer-facing roles.
- Strong interpersonal skills with the ability to communicate complex financial concepts clearly.
- High level of integrity, professional ethics, and a customer-centric mindset.
- Demonstrated self-motivation and a track record of achieving performance-based goals.
- Ability to work independently as well as within a collaborative team structure.
- Possession of relevant financial licenses (e.g., PCE, CEILLI) is a significant advantage.
- Fluent in English and Bahasa Malaysia; proficiency in Mandarin is highly valued for client acquisition.