Wealth Management Trainee

NLG Management; Puchong; On-site; MYR 36,000 - 60,000; Full time

Job summary

A leading company in Malaysia is seeking ambitious individuals for the role of insurance/takaful advisor. You will engage with clients to understand their financial needs and recommend suitable products. The position offers a competitive income, bonuses, and opportunities for career advancement. With a focus on professionalism and client relationships, you will receive comprehensive training and support for your career growth.

Benefits

Generous Compensation

Global Opportunities

Flexible Work Arrangements

Comprehensive Development

Secure Future

Qualifications

• High level of professionalism, integrity, and ethical conduct.
• Good communication skills with the ability to explain concepts clearly.

Responsibilities

• Engage directly with clients to understand their financial objectives.
• Conduct thorough needs assessments to identify gaps in coverage.

Skills

Professionalism

Interpersonal Skills

Communication Skills

Client Focus

Team Player

Education

Diploma in finance

Diploma in business administration

Diploma in economics

Job description

Role Overview

We are looking for ambitious individuals who are driven to achieve success. You will play a vital role in engaging directly with clients to understand their financial objectives, risk tolerance levels, and long-term goals. This involves conducting thorough needs assessments to identify gaps in their current coverage and recommending appropriate life insurance or family takaful products that align with their needs. The successful applicant will be rewarded with a competitive income, bonuses, company incentive trips, full corporate support, training, and development.

Qualifications

• Professionalism: High level of professionalism, integrity, and ethical conduct.
• Interpersonal Skills: Ability to engage with colleagues, peers, and clients professionally.
• Education: Diploma in finance, business administration, economics, or a related field is an advantage.
• Communication Skills: Good communication skills with the ability to explain concepts clearly and understandably.
• Client Focus: Customer-centric mindset with a genuine desire to assist clients and build long-term relationships.
• Team Player: Collaborative attitude with the ability to work effectively in a team-oriented environment.

Career Benefits

• Generous Compensation: Substantial starting salary, complemented by commissions, bonuses, and incentives.
• Global Opportunities: Opportunities for international travel and cultural exposure through overseas trips.
• Flexible Work Arrangements: Work flexibility to balance professional and personal life.
• Comprehensive Development: Proven coaching and training to enhance skills and support career growth.
• Secure Future: Retirement benefits ensuring financial security.

Career Advancement

As an insurance/takaful advisor, you will have opportunities to advance and expand your role. With dedication, ongoing learning, and proven performance, you can progress to roles such as CFA, Unit Manager, and Agency Manager. Additionally, pursuing advanced certifications and continuing education can further enhance your expertise and career prospects in insurance/takaful planning.