Salaried Advisor

7 days ago


Kuala Lumpur, Kuala Lumpur, Malaysia Wealth Vantage Advisory Sdn. Bhd. Full time

Job Descriptions:

Financial Advisory service:

  • Client Management
  • Case Management
  • Activity Management
2) Attend all meetings with Clients / Leads together with the Senior Advisor.
3) Assist Senior Advisor in all administrative related tasks e.g. instruction order, client database update, and liaising with back office (Planning & Solutions / Sales Admin) for outstanding items.
4) Assist in Financial Planning related tasks e.g. fact-finding, handover, and meeting minutes.
5) Salaried Advisors will not practice independently until they complete the 1st 2 years of their service.

Requirements:

1)

Academic Qualification:
Bachelor's Degree or equivalent which is accepted for Financial Planning professional qualification,

2)

Career level:
Entry level,

3)

Years of Experience: 2 years and above,
4)

Skills / Competency:
Good competency in English skills,
5) Knowledge of Microsoft Office, Google Workspace (e.g. Gmail, Google Drive, Google Sheets),
6) Competency in follow-ups and follow through on cases / progress / activity updates
Ability to adapt and grow in a competitive environment.

Job Types:
Full-time, Permanent

Pay:
RM2,500.00 per month

Benefits:

  • Opportunities for promotion
  • Professional development

Schedule:

  • Day shift

Supplemental pay types:

  • Yearly bonus

Ability to commute/relocate:

  • Kuala Lumpur: Reliably commute or planning to relocate before starting work (required)
Expected Start Date: 07/01/2024
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