Wealth Advisory Consultant — Client Growth & Career Path

366 Life Planners Enterprise(M) Sdn Bhd; Kuala Lumpur; Hybrid; MYR 40,000 - 70,000; Full time

Benefits offered by this job

Incentives

Overseas trips

Career progression

Structured training

Job summary

366 Life Planners Enterprise(M) Sdn Bhd is seeking motivated individuals for a sales-focused, client-facing role in financial advisory and wealth planning in Kuala Lumpur, Malaysia.

The position emphasizes client acquisition, relationship building, and structured training with mentorship and overseas incentive opportunities. Fresh graduates are welcome, and Mandarin proficiency is required to serve Mandarin-speaking clients.

Qualifications

• Minimum Bachelor's Degree in any field.
• Fresh graduates are encouraged to apply.
• Proficiency in Mandarin is required as the role involves communicating with Mandarin-speaking clients.
• Strong communication and interpersonal skills.
• Comfortable with sales, networking, client acquisition, and follow-up activities.
• Self-motivated, goal-oriented, and willing to learn.
• Positive attitude with strong teamwork skills.

Responsibilities

• Develop new client opportunities and generate leads through networking, referrals, relationship building, and other business development activities.
• Approach and engage potential clients, arrange appointments, and build client network.
• Provide holistic financial advisory solutions tailored to clients’ needs.
• Conduct financial needs analysis and recommend suitable protection solutions.
• Assist clients in insurance planning, wealth accumulation, retirement planning, and risk management.
• Present suitable financial solutions, follow up with prospects, handle enquiries, and work towards closing sales.
• Build and maintain long-term client relationships through professional advisory service.
• Provide structured after-sales service and policy review support.
• Participate in structured sales training, mentorship, and continuous professional development programs.

Skills

Mandarin

Communication

Sales mindset

Relationship building

Self-motivated

Education

Bachelor's degree

Job description

366 Life Planners Enterprise(M) Sdn Bhd is seeking motivated individuals for a sales-focused, client-facing role in financial advisory and wealth planning in Kuala Lumpur, Malaysia.

The position emphasizes client acquisition, relationship building, and structured training with mentorship and overseas incentive opportunities. Fresh graduates are welcome, and Mandarin proficiency is required to serve Mandarin-speaking clients.