Wealth Management Advisor

1 week ago


Kota Kinabalu, Sabah, Malaysia Aisling Group Full time

Position:
Wealth Management Advisor

Location:
Kota Kinabalu, Sabah

Job Summary:

Key Responsibilities:

  • Responsible for sales and services of Bank or Insurance products, primarily Wealth Management products.
  • Aim to increase the Bank's fee base income.
  • Provide financial advisory and consultations to potential customers.
  • Recommend suitable wealth products that meet customers' financial objectives.
  • Handle account openings and customer inquiries on productrelated matters.
  • Act as the point of contact for customers and manage relationships to increase product holdings with the Bank.

Qualifications:

  • Bachelor's degree in Finance, Economics, Business, or related field.
  • Professional certifications (e.g., CFP, CFA, CUTE, TBE) are an advantage.
  • Minimum of 2 years of experience in wealth management or financial advisory roles.
  • Strong analytical and problemsolving skills.
  • Excellent communication and interpersonal skills.
  • Proficiency in financial planning software and tools.
  • High level of integrity and professionalism.

Personal Attributes:

  • Clientfocused with a passion for delivering exceptional service.
  • Ability to build and maintain trust with clients.
  • Selfmotivated, proactive, and able to work independently.
  • Strong organizational and time management skills.

Benefits:

  • Competitive salary and performancebased incentives.
  • Comprehensive health and wellness benefits.
  • Opportunities for professional development and career advancement.
  • Supportive and collaborative work environment.

Job Types:
Full-time, Permanent

Pay:
RM4, RM5,000.00 per month

Benefits:

  • Health insurance
  • Maternity leave
  • Opportunities for promotion
  • Professional development

Schedule:

  • Day shift
  • Fixed shift
  • Monday to Friday

Supplemental pay types:

  • Performance bonus
  • Yearly bonus

Experience:

- unit trust or takaful product sales: 2 years (required)

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