AIA Wealth Planner

GNS; Malacca City; On-site; MYR 65,000 - 100,000; Full time

Benefits offered by this job

Training programs

Mentorship opportunities

Commission-based earnings

Employee benefits

Job summary

GNS' is seeking an AIA Wealth Planner to deliver tailored financial planning solutions to clients in the Melaka region. This full-time role focuses on engaging clients, assessing financial needs, and recommending appropriate investment and insurance products.

The position offers comprehensive training, mentorship opportunities, and a remuneration package that includes a base salary, commissions, and employee benefits to support your career growth.

Qualifications

• Proven experience in financial planning or a related field.
• Excellent communication and interpersonal skills.
• Strong analytical and problem-solving abilities.
• Commitment to continuous learning and professional development.
• Passion for helping clients achieve their financial goals.

Responsibilities

• Engage with clients to understand their financial goals and risk profiles.
• Conduct comprehensive financial assessments and provide investment and insurance recommendations.
• Assist clients in selecting and implementing financial products and services.
• Maintain strong relationships with clients and provide ongoing support and plan reviews.
• Stay up-to-date with industry regulations, market trends, and product developments.
• Contribute to the growth and success of the GNS' financial planning practice.

Skills

Financial planning

Communication

Analytical thinking

Client engagement

Professional development

Job description

About the role
Become an AIA Wealth Planner and join the dynamic team at GNS', a leading financial services provider. As an AIA Wealth Planner, you will be responsible for delivering tailored financial planning solutions to our valued clients in the Melaka region. This is a full-time position that offers the opportunity to build a rewarding career in the financial planning industry.

What you'll be doing

• Engage with clients to understand their unique financial goals and risk profiles
• Conduct comprehensive financial assessments and provide personalised investment and insurance recommendations
• Assist clients in selecting and implementing appropriate financial products and services
• Maintain strong relationships with clients and provide ongoing support and review of their financial plans
• Stay up-to-date with industry regulations, market trends, and product developments
• Contribute to the growth and success of the GNS' financial planning practice

What we're looking for

• Proven experience in financial planning or a related field
• Excellent communication and interpersonal skills to effectively engage with clients
• Strong analytical and problem-solving abilities to provide tailored financial solutions
• A commitment to continuous learning and professional development
• A passion for helping clients achieve their financial goals

What we offer

At GNS', we believe in investing in our employees' growth and development. As an AIA Wealth Planner, you will have access to comprehensive training programs, mentorship opportunities, and ongoing support to help you thrive in your career. We also offer a competitive remuneration package, including a base salary, commission-based earnings, and a range of employee benefits to support your overall wellbeing.

About us

GNS' is a leading financial services provider with a strong presence in the Melaka region. Our mission is to empower our clients to achieve their financial goals through innovative solutions and personalized guidance. With a team of highly experienced and dedicated professionals, we are committed to delivering exceptional service and driving the success of our clients and our business.