Wealth Advisor

Private Advertiser; Kuching; On-site; MYR 33,000 - 67,000; Part time

Benefits offered by this job

Commission-based pay

Performance bonuses

Flexible schedule

Career progression

Job summary

Private Advertiser in Malaysia seeks a motivated Financial Planning professional to assess client needs and design tailored wealth management strategies, including insurance, savings, and investment solutions.

The role emphasizes client advisory services, relationship building, and ongoing learning through certifications and training. Flexible scheduling is offered, with potential for part-time work and a clear path to leadership within financial services.

Qualifications

• Strong communication and interpersonal skills.
• Ability to work independently and collaboratively.
• Prior experience in sales, finance, or customer service is an advantage (but not required).
• Willingness to undergo training and obtain relevant certifications.
• Attractive commission-based income plus performance bonuses.
• Flexible working schedule (ideal for part-timers or career switchers).
• Clear career progression into leadership and agency management.
• Comprehensive training, mentorship, and professional support.
• Opportunity to build a lasting career in financial services with global recognition.

Responsibilities

• Financial Planning: Assess client needs and design tailored wealth management strategies, including insurance, savings, and investment solutions.
• Client Advisory: Provide professional consultations to help clients achieve financial goals and protect their future.
• Relationship Building: Develop and maintain strong, trust-based relationships with clients.
• Continuous Learning: Stay updated with industry trends, certifications, and training programs.

Job description

Financial Planning: Assess client needs and design tailored wealth management strategies, including insurance, savings, and investment solutions.

Client Advisory: Provide professional consultations to help clients achieve financial goals and protect their future.

Relationship Building: Develop and maintain strong, trust-based relationships with clients.

Continuous Learning: Stay updated with industry trends, certifications, and training programs.

Requirements

Strong communication and interpersonal skills.

Ability to work independently and collaboratively.

Prior experience in sales, finance, or customer service is an advantage (but not required).

Willingness to undergo training and obtain relevant certifications.

Attractive commission-based income plus performance bonuses.

Flexible working schedule (ideal for part-timers or career switchers).

Clear career progression into leadership and agency management.

Comprehensive training, mentorship, and professional support.

Opportunity to build a lasting career in financial services with global recognition.