Wealth Management Advisor

3 days ago

Kota Kinabalu, Malaysia Aisling Group Full time

**Position**: Wealth Management Advisor
**Location**: Kota Kinabalu, Sabah

**Job Summary**:
**Key Responsibilities**:

- Responsible for sales and services of Bank or Insurance products, primarily Wealth Management products.
- Aim to increase the Bank’s fee base income.
- Provide financial advisory and consultations to potential customers.
- Recommend suitable wealth products that meet customers' financial objectives.
- Handle account openings and customer inquiries on product-related matters.
- Act as the point of contact for customers and manage relationships to increase product holdings with the Bank.

**Qualifications**:

- Bachelor’s degree in Finance, Economics, Business, or related field.
- Professional certifications (e.g., CFP, CFA, CUTE, TBE) are an advantage.
- Minimum of 2 years of experience in wealth management or financial advisory roles.
- Strong analytical and problem-solving skills.
- Excellent communication and interpersonal skills.
- Proficiency in financial planning software and tools.
- High level of integrity and professionalism.

**Personal Attributes**:

- Client-focused with a passion for delivering exceptional service.
- Ability to build and maintain trust with clients.
- Self-motivated, proactive, and able to work independently.
- Strong organizational and time management skills.

**Benefits**:

- Competitive salary and performance-based incentives.
- Comprehensive health and wellness benefits.
- Opportunities for professional development and career advancement.
- Supportive and collaborative work environment.

**Job Types**: Full-time, Permanent

Pay: RM4,000.00 - RM5,000.00 per month

**Benefits**:

- Health insurance
- Maternity leave
- Opportunities for promotion
- Professional development

Schedule:

- Day shift
- Fixed shift
- Monday to Friday

Supplemental pay types:

- Performance bonus
- Yearly bonus

**Experience**:

- unit trust or takaful product sales: 2 years (required)

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