AIA Life Planner

6 days ago

Kuala Lumpur Centre Kuala Lumpur, Malaysia Xpert Advisory Enterprise Full time
About the role

Join Xpert Advisory Enterprise as an AIA Life Planner based in the heart of Kuala Lumpur City Centre, Kuala Lumpur. As a Wealth Advisor, you will play a pivotal role in providing financial planning and investment management services to our high-net-worth clients. This is a full-time position that offers excellent opportunities for career progression within our growing financial services organization.

What you'll be doing

  1. Develop and manage comprehensive financial plans for individual and family clients
  2. Provide investment advisory services, including asset allocation, portfolio construction and performance monitoring
  3. Conduct market research and stay up-to-date with financial products, regulations and industry trends
  4. Build and maintain strong, long-term relationships with clients through excellent client service
  5. Collaborate with other Xpert Advisory Enterprise teams to deliver holistic wealth management solutions
  6. Contribute to the growth and development of the Wealth Advisory practice

What we're looking for

  1. Excellent communication and interpersonal skills to effectively liaise with high-net-worth clients
  2. Strong analytical and problem-solving skills with the ability to provide tailored financial solutions
  3. Proven track record of building and maintaining long-term client relationships
  4. Thorough understanding of financial products, investment strategies and tax planning

What we offer

At Xpert Advisory Enterprise, we are committed to providing our employees with a supportive and rewarding work environment. Some of the key benefits of joining our team include:

  1. Competitive allowance and performance-based bonuses (RM15,000 to RM100,000)
  2. Opportunities for professional development and career advancement
  3. Flexible work arrangements and a healthy work-life balance
  4. A collaborative and inclusive company culture

About us

Xpert Advisory Enterprise is a leading financial services firm that specializes in wealth management, investment advisory and financial planning. With a strong presence in Kuala Lumpur and a growing client base, we are dedicated to helping our clients achieve their financial goals. Our team of experienced professionals is committed to providing personalized, high-quality services to meet the unique needs of each client.

Apply now to join our dynamic team as an AIA Life Planner and embark on an exciting career with Xpert Advisory Enterprise.

  • AIA Life

    1 week ago

    Kuala Lumpur, Kuala Lumpur, Malaysia AIA Malaysia Full time 30,000 - 150,000 per year

    Aspiring for a career that promises true flexibility and fulfillment? look no further than a career with AIA Malaysia as a Life Planner. With a solid track record of being the best insurance provider in Malaysia, we promise an enriching career that is uniquely different on a day-to-day. Be it on a mountain in Nepal, at a conference in Sydney, or simply being...

  • Aia Life Planner

    2 weeks ago

    Kuala Lumpur, Malaysia CHOW SIEW MEI Full time

    **AIA LIFE PLANNER** - Job Type : _**Full-time**: - Salary : _**RM2,000.00 - RM9,000.00 per month**: - Schedule : _**5 working day / Flexible hours**: - Location : _**AIA Cap Square Tower, 10 Jalan Munshi Abdullah, 50100 Kuala Lumpur, Malaysia.** **Responsibilities**: - Call potential clients to expand their customer base - Explain the features of various...

  • Aia Elite Pro Life Planner

    2 weeks ago

    Kuala Lumpur, Malaysia Ip Stng Full time

    **Responsibilities**: - WE OFFER TO BUILD YOUR CAREER - Are you a fresh graduate, degree holder, who looking for new job? Good storyteller, who loves cafes-hoping while you work. 24-35 - Are you a experienced employee who looking for better career advancement? 25-45 - Are you a management staff who want to start up own business? 35 -45 - Monthly allowance...

  • Aia Takaful Consultant

    2 weeks ago

    Kuala Lumpur, Malaysia AIA Malaysia Full time

    NAZMIZZ AGENCY We are now hiring new Life Planner / Financial Consultan at Klang Valley. Post: Life Planner / Financial Consultant Branch: Capsquare Kuala Lumpur Commission: RM3,500 to RM15,000 onward Job Scope: - Giving consultantion for their total health & wealth solution. - Help provide the best takaful plan for customers - Provide advisory services...

  • Elite Life Planners

    2 days ago

    Kuala Lumpur, Malaysia Sheaf sdn bhd Full time

    Are you ready to start a Noble Profession that helps you achieve financial freedom, personal growth, time flexible and the chance to make a meaningful impact on others' lives? Become an AIA Life Planner and determine your future success.We're seeking for individuals who are HUNGRY and WANT TO BE SUCCESSFUL to join our team. Whether you aspire to achieve...

  • Virtual Takaful Life Planner

    2 weeks ago

    Kuala Lumpur, Malaysia AIA Malaysia Full time

    **VIRTUAL LIFE PLANNER (100% Remote) - Earn RM5K-RM10K/Month & iPad Provided!** (Part Time | Full Time) **Who Are We Looking For?** ✔ **Call Centre Closers** (Insurance/Banking/Telemarketing) ✔ **Ex-Bank Sales** (Credit card/loan officers) ✔ **Natural Sellers** (With **phone pitch skills**) **With Positive Attitude: **Self-Motivated...

  • Assistant Manager, Customer Onboarding

    2 weeks ago

    Kuala Lumpur, Malaysia AIA Full time

    At AIA we’ve started an exciting movement to create a healthier, more sustainable future for everyone. - It’s about finding new ways to not only better people's lives, but to better the communities and environments we live in. We need great Actuaries who want to be part of something bigger than finance alone. Because the better we can nurture our...

  • New Business Underwriting, Specialist

    2 weeks ago

    Kuala Lumpur, Malaysia AIA Full time

    At AIA we’ve started an exciting movement to create a healthier, more sustainable future for everyone. - It’s about finding new ways to not only better people's lives, but to better the communities and environments we live in. We need great Actuaries who want to be part of something bigger than finance alone. Because the better we can nurture our...

  • Sales Executive Takaful

    2 weeks ago

    Kuala Lumpur, Kuala Lumpur, Malaysia AIA Malaysia Full time 40,000 - 120,000 per year

    Company DescriptionAIA Malaysia, a member of Perbadanan Insurans Deposit Malaysia (PIDM), provides a wide range of financial solutions, including Protection, Retirement, Health, Family Takaful, and Employee Benefits products to meet diverse customer needs at every stage of life. With a strong distribution network comprising over 17,000 Life Planners, bank...

  • Agency Relationship Management, Specialist

    2 weeks ago

    Kuala Lumpur, Kuala Lumpur, Malaysia AIA Malaysia Full time 60,000 - 120,000 per year

    FIND YOUR 'BETTER' AT AIAWe don't simply believe in being 'The Best'. We believe in better - because there's no limit to how far 'better' can take us.We believe in empowering every one of our people to find their 'better' - in the work they do, the career they build, the life they live and the difference they make. So that together we can support even more...