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Wealth Manager

2 months ago

Malaysia Aspire Global Achiever (M) Sdn Bhd ( Manulife ) Full time
Full-Time Wealth Planner Role at Aspire Global Achiever

This is a full-time role for a Wealth Planner at Aspire Global Achiever, a leading financial services company in Kuala Lumpur. As a Wealth Planner, you will be responsible for managing and growing a portfolio of high net worth clients.

Job Description
  • Conduct financial analysis to develop customized investment strategies for clients
  • Provide comprehensive wealth management advice to clients
  • Manage and grow a portfolio of high net worth clients
  • Develop and maintain strong relationships with clients
  • Stay up-to-date with market trends and regulatory requirements
Requirements
  • Education at least SPM level
  • Strong interpersonal skills and ability to build and maintain client relationships
  • Excellent communication and problem-solving skills
  • Ability to work as part of a team and contribute to a positive work environment
  • Proficiency in financial software and tools
Skills
  • Wealth Management
  • Insurance Sales
  • Customer Service
  • Time Management
  • Team Building
  • Self-Motivation
  • Teamwork
  • Team Oriented
Company Benefits
  • Additional commission and allowance
  • Great working culture with a focus on teamwork and collaboration
  • Flexible working hours with a focus on work-life balance
  • Annual overseas trip
About the Company

Aspire Global Achiever is a leading financial services company in Kuala Lumpur, dedicated to providing high-quality financial services to our clients. We are committed to creating a positive and supportive work environment that fosters growth and development.