Financial Planning & Wealth Growth Leader

NICHOLAS WONG YIK HIM; Kuala Lumpur; Hybrid; MYR 60,000 - 90,000; Full time

Job summary

Prudential is seeking a PRU Venture Manager in Kuala Lumpur to provide financial planning and risk management solutions for individuals and families. You will build and manage your own client portfolio while developing professional relationships and delivering ongoing financial guidance.

You will participate in recruitment and team development, build a high-performing financial services team, and engage in training, coaching and business development programs to advance your career.

Qualifications

• SPM/ Diploma/ Degree or equivalent
• Fresh graduates welcome to apply
• Sales, banking, insurance or financial services experience is an advantage
• Strong communication and interpersonal skills
• Mentorship and coaching from experienced leaders

Responsibilities

• Provide financial planning and risk management solutions to individuals and families
• Build and manage your own client portfolio
• Develop professional relationships and provide ongoing financial guidance
• Participate in recruitment and team development
• Build and lead a high-performing financial services team
• Attend professional training, coaching and business development programmes
• Work towards professional recognition and career advancement opportunities

Skills

Communication skills

Self-motivated

Leadership potential

Independent working

Education

SPM / Diploma / Degree

Job description

Prudential is seeking a PRU Venture Manager in Kuala Lumpur to provide financial planning and risk management solutions for individuals and families. You will build and manage your own client portfolio while developing professional relationships and delivering ongoing financial guidance.

You will participate in recruitment and team development, build a high-performing financial services team, and engage in training, coaching and business development programs to advance your career.