Executive Wealth Advisor

Synergy Group; Petaling Jaya; On-site; MYR 60,000 - 120,000; Full time

Benefits offered by this job

On-site role

Performance-based incentives

Career development programs

Job summary

Synergy Group in Petaling Jaya invites an Executive Wealth Advisor to join our full-time, on-site team. You will provide holistic financial advisory services, assess client needs, and develop tailored wealth strategies.

This role emphasizes client meetings, retirement planning analyses, investment and protection solutions, regulatory compliance, and participation in training and mentoring programs. You will be part of a performance-driven environment with opportunities for professional growth

Qualifications

• Ability to design comprehensive, long-term client strategies.
• Understanding investments and wealth management to tailor solutions.
• Ability to interpret financial data, market trends and product features.

Responsibilities

• Meet clients to assess needs and develop tailored wealth strategies.
• Conduct financial and retirement needs analyses and review portfolios.
• Recommend investment and protection solutions, ensuring regulatory compliance.

Skills

Financial Planning

Investments & Wealth Management

Finance Knowledge

Client Relationship Management

Education

Finance/Economics/Business degree

CFP or equivalent

Job description

Synergy Group is a leading agency in wealth planning and financial services founded by Dzulkarnaen Mohamad Khamis. Since 2010, the organization has focused on empowering professionals through structured coaching, mentoring, and leadership development. Core offerings include comprehensive financial planning, insurance solutions, investment advisory, and business development training. Recognized with accolades such as Million Dollar Agency and MDRT, Synergy Group is committed to building 1,000,000 leaders across Malaysia and beyond, providing a performance-driven and growth-oriented environment for its team members.

Role Description

The Executive Wealth Advisor is a full-time commission based, on-site role based in Petaling Jaya. This position is responsible for providing holistic financial advisory services, including assessing client needs, developing tailored wealth strategies, and offering ongoing portfolio reviews. Day-to-day tasks include meeting clients, conducting financial and retirement needs analyses, recommending suitable investment and protection solutions, and ensuring compliance with regulatory and company standards. The Executive Wealth Advisor will also support business development activities, participate in training and mentoring programs, and collaborate with the wider team to deliver high-quality wealth management services.

Qualifications

• Candidates should possess strong skills in Financial Planning to design comprehensive, long-term client strategies.
• Candidates should possess solid knowledge of Investments and Wealth Management Services to recommend appropriate solutions aligned with client goals and risk profiles.
• Candidates should possess a good foundation in Finance to interpret financial data, market trends, and product features.
• Relevant academic background in Finance, Economics, Business, or a related field is beneficial.
• Professional certifications (e.g., CFP or equivalent) and applicable regulatory licenses are an advantage.
• Demonstrated client relationship management skills, strong communication abilities, and a high level of integrity are essential.
• Proven ability to work towards targets, manage time effectively, and collaborate in a team-focused environment.