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Wealth Management Advisor

1 week ago

Kuala Lumpur, Kuala Lumpur, Malaysia Excel One & Associates Sdn Bhd Full time

At Excel One & Associates Sdn Bhd, we are seeking a Wealth Management Advisor to join our team. As a key player in our company, you will be responsible for creating personalized financial plans that ensure clients achieve their goals and are protected against unforeseen events.

The successful candidate will have a strong understanding of risk management, succession planning, wealth distribution, accumulation, and asset protection. Excellent communication and interpersonal skills are essential for building trust and service excellence with clients.

We offer a comprehensive training program to support your career growth and provide opportunities for recognition awards. If you are passionate about financial solutions and want to make a meaningful impact on people's lives, we would love to hear from you.

Key Responsibilities:

  • Creating personalized financial plans for clients.
  • Building trust and service excellence with clients.
  • Achieving sales targets through effective prospecting and networking.
  • Staying up-to-date with industry trends and product knowledge.

Requirements:

  • Positive attitude, motivated, disciplined, and driven to succeed.
  • Excellent communication and interpersonal skills.
  • Self-driven, thrives in a goal-oriented environment.
  • Minimum qualifications: high school diploma or equivalent, with experience in sales or financial services an advantage.
  • Necessary certifications: must be willing to obtain required insurance certifications.
  • Tech-savvy, comfortable using digital tools for presentations and client management.