Wealth Manager/ Planner

Journey Life Assurance(JLA)

Kuching

On-site

MYR 67,000 - 134,000

Full time

5 days ago
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Benefits offered by this job

EPF
SOCSO
EIS coverage
Annual leave
Annual vacation trip for top performe
Continued professional training

Job summary

Journey Life Assurance(JLA) is looking for ambitious financial services professionals to grow a portfolio of high-value clients. You will design tailored wealth and protection strategies, and provide ongoing service to help clients achieve retirement and education goals.

The role emphasizes ownership and collaboration within a strong advisory team. You will mentor junior advisors, build a loyal client network, and contribute to ongoing agency growth while enjoying flexible hours and a solid

Qualifications

  • Demonstrated sales or financial services experience or a strong drive to build a career in the field.

Responsibilities

  • Build and manage high-value client relationships.
  • Understand clients' financial goals and design personalized wealth and protection strategies.
  • Structure suitable savings and protection solutions for a diverse client base.
  • Provide professional before- and after-sales service.
  • Help clients understand retirement and education planning.
  • Build a strong, loyal, long-term client network.
  • Mentor and guide less experienced advisors as part of team growth.

Skills

Sales experience
Financial services
Client relationships

Education

SPM/STPM/Diploma/Degree

Job description

Take Your Financial Services Career to the Next Level

Build high-value client relationships, develop tailored wealth and protection strategies, and grow your career in a professional financial planning environment. This role is suited to individuals who want to take ownership of their client portfolio while contributing to the growth of a strong advisory team.

What You'll Do
  • Build and manage high-value client relationships.
  • Understand clients' financial goals and design personalized wealth and protection strategies.
  • Structure suitable savings and protection solutions for a diverse client base.
  • Provide professional before- and after-sales service.
  • Help clients understand retirement and education planning.
  • Build a strong, loyal, long-term client network.
  • Mentor and guide less experienced advisors as part of team growth.
Who We're Looking For
  • Demonstrated sales or financial services experience, or a strong drive to build a successful career in the field.
  • SPM, STPM/Diploma, Degree holder or above.
  • Own transport.
  • Disciplined, professional, and collaborative, with the ability to work independently and as part of a team.
What You'll Get
  • Top-tier earning potential: RM6,000–RM9,000+ (up to RM 12K)/month, plus commission and bonus.
  • Flexible working hours with a strong focus on work-life balance.
  • Recognition and rewards, including a free annual vacation trip for top performers.
  • Strong internal promotion pathways as the agency grows.
  • EPF, SOCSO, EIS coverage, and annual leave.
  • Continued professional training and development support.
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