Wealth Management Advisor

5 days ago


Petaling Jaya, Selangor, Malaysia Power Wealth Consultancy Sdn Bhd Full time
Job Description

In this role, you will have the opportunity to work closely with clients to understand their financial goals and objectives, providing tailored mortgage solutions to meet their needs.

Main Job Duties
  • Meet with clients to discuss their mortgage requirements and provide personalized recommendations.
  • Review and advise clients on their mortgage loan applications to ensure a successful outcome.
  • Develop and maintain relationships with clients, providing ongoing support and guidance throughout the mortgage application process.
  • Stay up-to-date with market trends and regulatory changes, applying this knowledge to improve client outcomes.
  • Work collaboratively with other teams to deliver exceptional customer experiences and achieve business objectives.
Skills and Qualifications
  • Degree in Finance, Accounting, or related field.
  • At least 2 years of experience in mortgage advisory or a related field.
  • Strong analytical and problem-solving skills.
  • Excellent communication and interpersonal skills.


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