Wealth Management Advisor

6 days ago


Ipoh, Perak, Malaysia Nirvana Asia Full time

Nirvana Asia Job Overview

Job Title: Personal Financial Consultant

The Group Consumer Financial Services division serves a significant customer base across multiple countries, focusing on high net worth, premier, and emerging affluent individuals.

We offer an accelerated career path for aspiring graduates, providing comprehensive hands-on assignments and exposure to real-world challenges in Consumer Banking & Wealth Management.

Our ideal candidate will be responsible for:

Key Responsibilities:
  1. Providing holistic banking solutions to customers.
  2. Engaging with wealth specialists to offer professional wealth advice.
  3. Acquiring new customers through events and sales activities.
  4. Establishing strong relationships with customers to improve satisfaction scores.
  5. Maintaining compliance with all procedures and submitting reports on time.
Requirements:
  • Diploma or above holder with minimum 1 year sales or service experience.
  • Fresh graduates are encouraged to apply.
  • Possess relevant certifications (PCE, MTA, FIMM) and strong interest in financial planning.
  • Excellent communication, interpersonal, and social networking skills.
  • Good understanding of financial markets and ability to deliver high-quality customer service.
  • Possesses own transport and willing to travel.


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