Etiqa Maybank

A Financial & Wealth Advisor is a professional responsible for providing financial guidance and advice to clients to help them achieve their financial goals and make informed investment decisions. They assess a client's financial situation, develop customized financial plans, and provide ongoing support and recommendations to help clients build and manage their wealth. Our product varies from life insurance, car insurance, unit trust, personal and etc.

**Key Responsibilities**:

- Client Assessment:

- Meet with clients to understand their financial goals, objectives, risk tolerance, and current financial situation.
- Analyze clients' financial data, including income, expenses, assets, and liabilities, to create a comprehensive financial profile.
- Financial Planning:

- Develop personalized financial plans tailored to each client's unique needs and goals.
- Provide recommendations on budgeting, saving, investing, retirement planning, and other financial strategies.
- Investment Guidance:

- Recommend appropriate investment products, such as stocks, bonds, mutual funds, and real estate, based on the client's risk tolerance and financial objectives.
- Monitor and manage clients' investment portfolios to ensure they align with the established financial plan.
- Risk Management:

- Assess clients' insurance needs, including life, health, disability, and long-term care insurance, and make recommendations to mitigate financial risks.
- Estate Planning:

- Assist clients in developing an estate plan, including wills, trusts, and beneficiary designations.
- Education:

- Educate clients about financial principles, investment strategies, and market trends to empower them to make informed financial decisions.
- Compliance and Regulations:

- Stay up-to-date with industry regulations and compliance standards to ensure adherence to financial services laws and regulations.
- Market Research:

- Continuously monitor financial markets and economic trends to adjust investment recommendations as needed.
- Client Communication:

- Maintain regular communication with clients to provide updates on their financial progress and address any concerns or questions.

**Qualifications**:

- Diploma or Bachelor's degree in finance, economics, business, or a related field (some financial advisors may have advanced degrees).
- Strong analytical and problem-solving skills.
- Excellent communication and interpersonal skills to build and maintain client relationships.
- Knowledge of financial planning software and tools.
- High ethical standards and the ability to act in the best interest of the client (fiduciary duty).
- Posses own transport

**Job Location**

Penang, Sungai Petani, Butterworth, Kulim, Ipoh, Kuala Lumpur & Selangor

**Job Types**: Full-time, Part-time, Freelance, Fresh graduate

**Salary**: RM2,000.00 - RM5,000.00 per month

Expected hours: 10 - 20 per week

**Benefits**:

- Additional leave
- Flexible schedule
- Opportunities for promotion
- Professional development
- Work from home

Schedule:

- Monday to Friday

Supplemental pay types:

- Commission pay
- Performance bonus
- Yearly bonus

**Education**:

- Diploma/Advanced Diploma (required)