Wealth Planner

2 days ago

Damansara, Malaysia Devotion Advisory Full time 9,600 per year

Are you curious, people-oriented, and excited to learn? Start your journey with our vibrant & fast-growing Devotion Advisory team

Position: Wealth Advisor Intern

Location: Damansara Intan

Pay: Monthly internship allowance

What You'll Do:

  • Assist in providing basic financial and insurance guidance to clients (training provided).
  • Support the team in creating simple financial plans in areas like protection, savings, and investments.
  • Help build and maintain warm, positive relationships with clients.
  • Learn how to identify new prospects through networking and referrals.
  • Stay updated on financial products and trends with guidance from your mentor.
  • Ensure all tasks follow company and regulatory standards.

What We're Looking For:

  • Good communication and people skills.
  • Eager to learn, responsible, and self-motivated.
  • Enjoys helping others and making a positive impact.
  • No experience needed — just enthusiasm (Training & mentorship provided.)

Job Type: Full-time

Pay: From RM800.00 per month

Work Location: In person

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