Wealth Development Planner

3 days ago

Greater Kuala Lumpur, Malaysia WAI Associates Group WAI Advisory Full time $24,000 - $72,000 per year

About the Role:

Looking for a career that gives you purpose, growth, and freedom?

At WAI Advisory, we welcome motivated fresh graduates and early-career professionals to join our Wealth Development Program — a structured pathway to becoming a certified financial advisor. You'll gain real-world experience, mentorship, and financial knowledge to help people plan and achieve their life goals.

Key Responsibilities:


• Learn and provide basic financial and protection planning solutions.


• Build meaningful client relationships with professionalism and empathy.


• Educate clients on financial literacy, savings, and protection.


• Participate actively in training, workshops, and mentorship sessions.


• Develop business and communication skills to grow your client base.

Ideal Traits:


• Enthusiastic learner with a positive attitude.


• People-oriented and good communicator.


• Self-motivated, adaptable, and eager to grow.


• Values professionalism, integrity, and teamwork.

Why Join Us:


• Comprehensive training & mentorship provided.


• Career roadmap from trainee to certified advisor.


• Flexible work structure with performance incentives


• Work with one of Malaysia's most trusted financial brands.

Qualifications:


• Diploma or Degree in any field (finance background not required).


• Strong interest in financial planning, communication, or entrepreneurship.


• Fresh graduates or candidates with more than 5 years' of experience are also welcome.

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