Wealth Advisor
Worldlink Success Sdn Bhd Kuala Lumpur Full-time
Minimum SPM qualification with few years working experience
- Fresh graduates are encouraged to apply (training provided)
- Strong communication, presentation, and interpersonal skills
- Self-motivated, goal-oriented, and able to work independently
- Ability to manage time effectively and adapt to a flexible work environment
- Providing professional financial advice and wealth management solutions to clients
- Building and maintaining strong, long-term client relationships
- Conducting financial needs analysis and recommending suitable products or investment plans
- Staying updated with market trends, financial products, and regulatory requirements
- Achieving sales targets and contributing to overall team performance
- Participating in training, workshops, and business development activities
- Work flexibility & time freedom
- Annual company trips (local & abroad)
- Growth & development training
- Salary increment based on performance
- Clear career progression pathway
Bank Islam Malaysia BerhadKuala Lumpur
wealth advisory services and financial product recommendations to Premier Wealth Banking clients.
• To enhance franchise value by cross-selling appropriate Wealth solutions based on advisory based approach.
• To expand the Premier Wealth Banking Clients...
Pro B Centre Sdn BhdKuala Lumpur
in a long-term career.
• Advise clients on investment-based financial planning solutions, guide implementation and conduct regular reviews of client portfolios and financial goals
• Use company-generated leads and personal outreach to grow your client base...
Bank Islam Malaysia BerhadKuala Lumpur
wealth advisory services and financial product recommendations to Premier Wealth Banking clients.
• To enhance franchise value by cross-selling appropriate Wealth solutions based on advisory based approach.
• To expand the Premier Wealth Banking Clients...