Wealth Associate

2 weeks ago

Petaling Jaya, Selangor, Malaysia Promiseland Advisory Full time 80,000 - 120,000 per year

Company Description

Promiseland Advisory is a wealth advisory firm dedicated to impacting lives beyond finance. We focus on listening to clients' hopes and dreams, providing the knowledge and skills to help them realize their aspirations. Our best advisory practices lay strong foundations for clients' legacies, helping raise future generations higher. Driven by a mission to create lasting legacies for loved ones, we are committed to making a meaningful difference every day.

Role Description

This is a full-time hybrid role for a Wealth Executive, located in Petaling Jaya. The Wealth Executive will be responsible for managing clients' financial portfolios, providing expert financial advice, preparing financial statements, conducting financial reporting, all using an ai-powered planning software. Additionally, the Wealth Executive will analyze financial data to inform strategic financial decisions for clients.

Qualifications

  • Strong Analytical Skills
  • Excellent communication and interpersonal skills
  • Bachelor's degree in Finance, Accounting, Economics, Risk Management or a related field
  • Relevant professional certifications are a plus
  • Ability to work independently and collaboratively in a hybrid work environment

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