Wealth Management Advisor: Build Bespoke Financial Plans

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 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.