Wealth Planner — Grow Client Wealth with Mentorship & Training

GNS; Malacca City; On-site; MYR 65,000 - 100,000; Full time

Benefits offered by this job

Training programs

Mentorship opportunities

Commission-based earnings

Employee benefits

Job summary

GNS' is seeking an AIA Wealth Planner to deliver tailored financial planning solutions to clients in the Melaka region. This full-time role focuses on engaging clients, assessing financial needs, and recommending appropriate investment and insurance products.

The position offers comprehensive training, mentorship opportunities, and a remuneration package that includes a base salary, commissions, and employee benefits to support your career growth.

Qualifications

• Proven experience in financial planning or a related field.
• Excellent communication and interpersonal skills.
• Strong analytical and problem-solving abilities.
• Commitment to continuous learning and professional development.
• Passion for helping clients achieve their financial goals.

Responsibilities

• Engage with clients to understand their financial goals and risk profiles.
• Conduct comprehensive financial assessments and provide investment and insurance recommendations.
• Assist clients in selecting and implementing financial products and services.
• Maintain strong relationships with clients and provide ongoing support and plan reviews.
• Stay up-to-date with industry regulations, market trends, and product developments.
• Contribute to the growth and success of the GNS' financial planning practice.

Skills

Financial planning

Communication

Analytical thinking

Client engagement

Professional development

Job description

GNS' is seeking an AIA Wealth Planner to deliver tailored financial planning solutions to clients in the Melaka region. This full-time role focuses on engaging clients, assessing financial needs, and recommending appropriate investment and insurance products.

The position offers comprehensive training, mentorship opportunities, and a remuneration package that includes a base salary, commissions, and employee benefits to support your career growth.