Wealth Advisor Manager

3 months ago

Taiping, Malaysia Synergy Group Full time

We are currently looking for a determined & aggressive Wealth Advisor (PrudentialBSN TAKAFUL) at Synergy Group to join our organization If you are the one who enjoy helping people to make the right financial planning decision, come and join our organization

How this career will benefit you?
1). Good bridging income ranging from RM3,000-RM10,000 + Attractive commission based on performance + Incentives + Annual Bonus (up to RM 20,000)
2). Fair work life balance - structured, systematic and manageable working hours
3). Leadership and Team-building programs and activities to equip you to be successful in this field
4). FREE Overseas trip once a year upon meeting your KPI
5). Career GROWTH and advancement opportunity to develop and lead your own team and success together
6). Our organization will provide professional and systematic trainings, skills and knowledge and conducive working environment for success
7). The opportunity to achieve the internationally recognized MDRT (Million Dollar Round Table) title under our development program and gain promising income up to RM200,000 even in the first year of joining us

FRESH GRADUATES ARE ENCOURAGED TO APPLY.
MALAYSIAN CITIZEN ONLY.

You will play an important role in:
1). Discover customers’ needs and provide the appropriate solutions
2). Review customer profile and provide the right services
3). Become the specialist in providing financial planning services to the right customers especially the high net worth individuals
4). Becoming the specialist in Risk Management & Estate Planning and distribution
5). Reaching out to the potential clients, building business networking thus developing strong customer base
6). Reviewing and communicating with the existing clients on their portfolio from time to time and gain more business opportunities
7). Exploring and acquire the business opportunities in providing the right solutions for companies in Malaysia

Who are we looking for?

2). If you are a fresh graduate, you should have minimum a Diploma in any fields
4). Excellent communication skills both verbal and written in English & Bahasa Malaysia
5). Having Excellent selling communication and negotiation skills will be an added advantage
6). Aggressive, proactive, outspoken, highly discipline and willing to explore new opportunity and do extra mile
7). Willing and able to do work with minimum supervision, work in a team and a good follower

Are you ready to make that career shift? Trust us, this role is always on-demand and you will grow tremendously wit us.

This opportunity does not come twice.

Part-time hours: 40 per week

**Salary**: From RM3,000.00 per month

Schedule:

- Monday to Friday

Ability to commute/relocate:

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

**Education**:

- STM/STPM (preferred)

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