Financial Wealth Executive

FTA Wealth Solutions; Kuala Lumpur; On-site; MYR 56,000 - 100,000; Full time

Job summary

FTA Wealth Solutions in Kuala Lumpur invites motivated professionals to join our client-centric financial planning team. You will meet clients to understand goals, build trust, and propose tailored financial solutions while traveling to meetings and events across the region.

You will develop new client relationships, support marketing campaigns, and grow professionally through coaching and teamwork. The role offers real-world experience in wealth management, ongoing learning, and opportunities

Qualifications

• Must enjoy meeting new people
• Must be proactive and able to start conversations
• Must be able to travel for meetings and events
• Interested in the financial industry and eager to learn

Responsibilities

• Meet clients to understand financial goals, priorities, and concerns.
• Review clients’ financial positions and identify areas for improvement.
• Explain suitable financial solutions and monitor progress.
• Develop new client relationships through networking and outreach.
• Collaborate on marketing campaigns to educate clients and grow business.

Skills

Networking

Relationship building

Sales & outreach

Communication

Self-motivation

Travel to meetings

Job description

• Meet clients to understand their financial goals, priorities, and concerns.
• Build trust and maintain long-term relationships through regular follow-ups.

Financial Planning & Solutions

• Review clients' financial positions and identify areas for improvement.
• Explain suitable financial solutions based on their needs and circumstances.
• Monitor clients' progress and review plans as their needs change.

Business Development

• Develop new client relationships through networking, referrals, and outreach.
• Participate in events, exhibitions, and financial education activities.
• Build a sustainable client base through consistent relationship-building and follow-ups.
• Participate in training, coaching, and team activities to strengthen financial knowledge and communication skills.
• Collaborate on marketing campaigns and content initiatives that support client education and business growth.

WE WANT YOU IF YOU’RE SOMEONE WHO

• Loves meeting new people, building connections, and exploring new places.
• Is responsible, dependable, and takes ownership of your work.
• Is motivated to create additional income and grow personally and professionally.
• Is curious about the financial industry and eager to learn.
• Enjoys a dynamic role and is comfortable handling multiple responsibilities.
• Likes understanding people’s needs and finding suitable solutions.
• Is comfortable approaching potential clients and developing new business opportunities.
• Is proactive, confident in starting conversations, and comfortable following up.
• Enjoys working towards goals and stepping out of your comfort zone.
• Has reliable transportation and is comfortable travelling for meetings and events.

WHAT YOU’LL GET

• Real-world experience helping clients understand their finances.
• Practical knowledge of financial products and money management.
• Continuous growth in communication, leadership, and problem-solving skills.