Financial Advisor

7 months ago

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

**Job Descriptions**:
1. License Maintenance:

- Responsible for ensuring the fulfillment of every license requirement as per stated by the regulator/issuer.
- Participate in event or training to keep abreast of industrial trends or practice and maintain license requirement (event that provide CPE or CPD points)

2. Prospecting and Branding:

- Planning and executing a prospecting and individual branding activities to attract potential client. i.e.:Set up booth in financial related event/ expo or in third party office etc.
- Consistent social media activities, post and share content, comment on related content from others, etc.
- Appear in financial related talk event, live shows, etc.
- Getting recommendations from existing clients following the guidance sets by the Sales department.
- Attending to potential clients provided by the firm in a timely and fully prepared manner as per guidance sets by the Sales Department, if provided with potential client from the firm.

3. Sales Activities:

- Performing financial advisor roles and increasing sales revenue for financial planning and advisory services focusing on comprehensive financial planning, modular financial planning (i.e., wealth accumulation, wealth protection, wealth transfer), Financial health check or any need-based product (i.e., specific investment, insurance, and estate planning product)
- Fulfilling compulsory sales meetings from the Discovery sessions and Introduction of Services to potential clients followed by the Fact Finding, Present Solutions, Implementation to the Review meeting and ensuring all meeting’s objectives are met.
- Attending any subsequent meeting that is required to address client’s inquiries, to complete pending sales requirement or to assist client in financial plan implementation whenever necessary.

4. Sales Campaign:

- Facilitate special engagement offered by the firms to clients within the campaign period set by Sales Department.
- In coordination with the sales department, business operation support and shared services to ensure every engagement under any campaign is recorded and remunerated accordingly.

5. Legal Compliance:

- Ensures conducted activities is in compliance with the license regulations and company policies.
- Maintaining updated knowledge of regulations and standard practices.

6. Advisor Development:

- Attending all compulsory learning and development in WVASB either for competency, performance and licensing purposes - technical, non-technical, and coaching/ mentoring) development programs.
- Constantly doing research and update industry knowledge and learn about new products and services by attending product and services update by firm or engaged provider.

7. Business partnering:

- Involve in company or business branding and marketing activities and events.
- Build/ strengthen relationships and contribute knowledge and expertise in company stakeholders’ engagement events.
- Involve and presenting oneself as ambassador of the Company in recruitment drives ie. external talks - financial and non-financial institutions, universities, career fairs, non-profits organizations, and etc.
- Contribute ideas for the growth of WVA business operations and strategies during WVA strategic and annual planning and conventions/ symposiums.
- Promote WVA culture and actively participating in the company engagement activities ie. sports day, annual dinner, annual trip, etc.

**Salary**: RM6,000.00 - RM7,000.00 per month

**Benefits**:

- Professional development

Schedule:

- Day shift

Supplemental pay types:

- Commission pay

Ability to commute/relocate:

- Kuala Lumpur: Reliably commute or planning to relocate before starting work (required)

**Education**:

- STM/STPM (preferred)

**Experience**:

- Financial Advisor: 1 year (preferred)

**Language**:

- Mandarin (preferred)
- Bahasa (preferred)

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