Elite Wealth Solutions Advisor

KEY WEALTH PLANNER SDN BHD; Penang; On-site; MYR 72,000 - 110,000; Full time

Benefits offered by this job

Health insurance

Professional development

Bonuses and incentives

Flexible work arrangements

Collaborative culture

Job summary

KEY WEALTH PLANNER SDN BHD in Penang is seeking a Wealth Solutions Executive to deliver comprehensive wealth management and financial planning solutions to clients, focusing on high-net-worth individuals and families.

You will assess client needs, provide tailored advice across investments, retirement, tax efficiency and estate planning, and maintain strong relationships through regular reviews and proactive communication.

Qualifications

• Diploma or Bachelor's degree in Finance, Business, Economics or a related field.
• Strong understanding of investment products, asset allocation, and retirement strategies.
• Excellent communication and interpersonal skills with the ability to explain complex financial concepts in simple terms.
• Demonstrated ability to build and maintain client relationships and generate business through referrals.
• Strong analytical and problem-solving skills with meticulous attention to detail.
• Knowledge of Malaysian financial regulations and compliance requirements.
• Willingness to continuously update knowledge through professional development and industry training.

Responsibilities

• Assess clients' financial situations, objectives and risk profiles to develop tailored wealth management strategies.
• Provide comprehensive financial planning advice covering investments, retirement planning, tax efficiency and estate planning.
• Present wealth solutions and investment recommendations to clients in a clear and compelling manner.
• Build and maintain strong client relationships through regular reviews, updates and proactive communication.
• Collaborate with internal teams including investment specialists, tax advisors and legal consultants to ensure holistic solutions.
• Identify opportunities to expand services offered to existing clients and support business development initiatives.
• Maintain compliance with all regulatory requirements and industry standards in financial services.
• Document client interactions and transactions accurately using our client management systems.

Skills

Communication skills

Interpersonal skills

Analytical thinking

Problem-solving

Attention to detail

Regulatory knowledge

Education

Finance/Business/Economics degree

Job description

KEY WEALTH PLANNER SDN BHD in Penang is seeking a Wealth Solutions Executive to deliver comprehensive wealth management and financial planning solutions to clients, focusing on high-net-worth individuals and families.

You will assess client needs, provide tailored advice across investments, retirement, tax efficiency and estate planning, and maintain strong relationships through regular reviews and proactive communication.