Client Wealth Advisor - Flexible, High Commission

Private Advertiser; Sabah; On-site; MYR 33,000 - 134,000; Full time

Benefits offered by this job

Commission & incentives

Career progression

Overseas trips

Flexible work arrangement

Job summary

Private Advertiser in Sabah is seeking a Client Solution Executive to build and maintain long-term client relationships and understand their financial goals. You will provide guidance on protection, savings, and wealth accumulation, and design personalized strategies.

You will conduct regular portfolio reviews to keep clients on track. The role welcomes fresh grads and those returning to work, with a focus on learning, discipline, and commitment, and offers a competitive monthly income with

Qualifications

• Min. SPM with 2 years working experience.
• Fresh grads, career switchers and return-to-work candidates.
• Individuals who are willing to learn & improve.
• Good attitude, discipline and commitment matter more than experience.

Responsibilities

• Build and maintain long term relationships with clients by understanding their financial goals
• Provide professional guidance on financial protection, savings and wealth accumulation solutions
• Design personalized financial strategies tailored to client’s needs and life stages
• Conduct regular portfolio reviews and ensure clients stay on track with their financial plans

Job description

Private Advertiser in Sabah is seeking a Client Solution Executive to build and maintain long-term client relationships and understand their financial goals. You will provide guidance on protection, savings, and wealth accumulation, and design personalized strategies.

You will conduct regular portfolio reviews to keep clients on track. The role welcomes fresh grads and those returning to work, with a focus on learning, discipline, and commitment, and offers a competitive monthly income with