Wealth Management Advisor

AWG ASPIRE WEALTH SDN. BHD.; Kuala Lumpur; On-site; MYR 90,000 - 130,000; Full time

Job summary

AWG ASPIRE WEALTH SDN. BHD., also known as AWG Team, is seeking a full-time Wealth Management Advisor in Setapak to meet clients, assess their financial goals, and tailor strategies across estate planning, insurance, loan planning, investments, and retirement planning.

Daily duties include financial analyses, preparing proposals, presenting recommendations, and maintaining ongoing client relationships through regular reviews.

Qualifications

• Proven ability to design goal-based financial strategies.
• Experience analyzing portfolios and managing risk.
• Experience providing holistic wealth planning advice across estate, insurance, loans, investments, and retirement.

Responsibilities

• Meet clients to assess financial goals and develop tailored strategies.
• Perform financial analyses, prepare proposals and plans, and present recommendations.
• Maintain ongoing client relationships through regular reviews and follow-ups.
• Collaborate with team members to leverage shared resources and stay compliant with regulations.
• Participate in business development activities including networking and client referrals.

Skills

Financial planning

Retirement planning

Investments

Wealth management services

Interpersonal communication

Regulatory compliance

Client relationship management

Education

Finance, Business, Economics degree

CFP certification (advantage)

Job description

AWG ASPIRE WEALTH SDN. BHD., also known as AWG Team, is a growing wealth management firm that provides estate planning, insurance planning, loan planning, and comprehensive wealth management solutions for individuals, families, and corporate clients. The team is focused on helping clients achieve their financial goals while building long-term, mutually beneficial relationships. AWG ASPIRE WEALTH offers a high-income career path with the potential for financial freedom and professional growth. The company emphasizes teamwork and shared resources to support both client success and advisor development. Its vision includes building a strong team of insurance planners with significant sales production and leadership opportunities.

Role Description

This is a full-time, on-site Wealth Management Advisor role based in Setapak. The Wealth Management Advisor will meet with clients to assess their financial goals and develop tailored strategies across estate planning, insurance planning, loan planning, investments, and retirement planning. Daily responsibilities include conducting financial analyses, preparing proposals and plans, presenting recommendations, and maintaining ongoing client relationships through regular reviews and follow-ups. The role involves collaborating with team members to leverage shared resources, staying updated on financial products and market trends, and ensuring compliance with relevant regulations and company policies. Advisors are expected to actively participate in business development activities, including networking, client referrals, and educational sessions.

Qualifications

• Candidates should possess skills in Financial Planning and Retirement Planning to design comprehensive, goal-based strategies for clients.
• Candidates should possess skills in Investments and Finance to analyze portfolios, manage risk, and recommend suitable financial solutions.
• Candidates should possess skills in Wealth Management Services to provide holistic advice across insurance, estate, and loan planning.
• Strong interpersonal and communication skills, with the ability to explain complex financial concepts in clear, accessible language.
• Client-focused mindset with high ethical standards and a commitment to confidentiality and regulatory compliance.
• Ability to work in a target-driven environment, manage time effectively, and build long-term client relationships.
• Relevant academic background in Finance, Business, Economics, or related fields; professional certifications (e.g., CFP or equivalent) are an advantage.
• Fluency in English; proficiency in Mandarin/Chinese is beneficial in serving diverse clients.