Personalized Finance Advisor

1 week ago


Johor Bahru, Johor, Malaysia AIA Malaysia Full time
About the Position

The position of Personalized Finance Advisor is a fantastic opportunity for a skilled professional to join our team and make a real difference in the lives of our clients. As a Personalized Finance Advisor, you will be responsible for creating comprehensive financial plans tailored to each client's unique needs and goals. You will work closely with our investment professionals to ensure seamless execution of financial plans and deliver exceptional client experiences.

Responsibilities
  • Create personalized financial plans for clients
  • Develop and maintain strong relationships with clients
  • Stay up-to-date on industry trends and regulatory requirements to ensure compliance and optimal results
Requirements
  • Bachelor's degree in Finance or a related field
  • Strong understanding of the investment business
  • Excellent communication and interpersonal skills
Salary Structure

Financial advisors typically earn through a mix of base salary and commission. Some may work purely on commission, while others receive a salary plus bonuses.

Average Annual Salary (2024 Estimates)
  • Entry-Level: RM50,000 – RM70,000/year
  • Mid-Level (3-7 years): RM80,000 – RM150,000/year
  • Senior-Level (10+ years): RM150,000 – RM300,000/year
  • Top Performers: RM500,000+


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