Wealth Advisor Full Time

PremierOne Empire; Seremban; Remote; MYR 100,000 - 150,000; Full time

Job summary

PremierOne Empire is seeking a dedicated Wealth Advisor for a full-time remote role. You will guide clients in financial and retirement planning, develop personalized wealth strategies, and manage portfolios. Ideal candidates possess strong analytical abilities, relevant certifications, and a degree in Finance or Economics.

Qualifications

• Strong expertise in wealth management and financial planning.
• Relevant certifications like CFP are advantageous.
• Ability to work independently in a remote environment.

Responsibilities

• Guide clients through financial planning and investment strategies.
• Develop tailored wealth management strategies.
• Maintain client portfolios for optimal growth.

Skills

Financial Planning

Retirement Planning

Wealth Management Services

Interpersonal Skills

Analytical Skills

Communication Skills

Decision-Making Abilities

Education

Bachelor's degree in Finance

Bachelor's degree in Economics

Job description

Company Description

PremierOne Wealth, an agency owned by Group Agency Manager Normi Azirai Hassan, operates under Principal Asset Management Berhad in alliance with CIMB. PremierOne Wealth helps to create, protect, and preserve wealth via a multi-product platform. The agency integrates unit trust funds, private retirement schemes, protection plans, trust nominations, and estate planning solutions with providers such as Principal Asset Management, SunLife Takaful, and Assalihin.

Role Description

This is a full-time remote role for a Wealth Advisor. The Wealth Advisor will be responsible for guiding clients through financial planning, including retirement planning and investment strategies. Day-to-day tasks include developing tailored wealth management strategies, offering financial advice, and maintaining client portfolios to achieve optimal growth and security.

Qualifications

• Financial Planning and Retirement Planning skills
• Experience in Investments and Finance
• Expertise in Wealth Management Services
• Excellent interpersonal and communication skills
• Strong analytical and decision-making abilities
• Ability to work independently in a remote setting
• Relevant certifications such as CFP or similar credentials are a plus
• Bachelor's degree in Finance, Economics, or related field
• Commisikn based income ( potential income RM5-6k or more)