Wealth Advisor & Growth Strategist

FTA Wealth Solutions; Kuala Lumpur; Sur place; MYR 56 000 - 100 000; Plein temps

Résumé du poste

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

Responsabilités

• 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.

Connaissances

Networking

Relationship building

Sales & outreach

Communication

Self-motivation

Travel to meetings

Description du poste

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