Wealth Planning Advisor

PWG Prestige Wealth; Selangor; Hybrid; MYR 36,000 - 60,000; Full time

Benefits offered by this job

Flexible Working Hours

High Commission

Fast-track career growth

Training Provided

Company Trip

Allowance Provided

Performance Bonus

Work from Home

Supportive team culture

personal growth

Job summary

PWG Prestige Wealth in Malaysia is seeking enthusiastic individuals to join our wealth planning team. Fresh graduates and career switchers are encouraged to apply; full training provided.

Candidates should communicate in Mandarin and English, enjoy meeting people, and be self-driven with a professional approach to client relationships. Flexible hours and high commission opportunities accompany growth in a supportive, energetic culture.

Qualifications

• Diploma or degree in any field (Finance/ Marketing is a plus)
• Fresh graduates and career switchers are encouraged to apply - full training provided
• Able to communicate in Mandarin & English
• Enjoy meeting people and building relationships
• Willing to learn and grow in financial knowledge
• Positive, self-driven and goal-oriented mindset
• Responsible and professional in handling clients

Responsibilities

• Understand clients' financial goals and life priorities
• Provide personalised advice on insurance, savings, investments & will writing
• Build and maintain long-term client relationships
• Follow up with clients and provide ongoing support
• Continuously upgrade your financial knowledge & skills

Skills

Mandarin & English communication

People skills

Goal-oriented mindset

Client relationship handling

Willing to learn

Education

Diploma or degree in any field (Finance/ Marketing is a plus)

Job description

Jora Malaysia will close on 9th September 2026. Thank you for being with us, we are cheering you on as you continue your career journey.

We are a team of wealth planning professionals with a young, fun and energetic culture. We're looking for passionate individuals who want to make an impact - helping others grow and protect their wealth while building a meaningful, high- income career.

Diploma or degree in any field (Finance/ Marketing is a plus)

Fresh graduates and career switchers are encouraged to apply - full training provided

Able to communicate in Mandarin & English

Enjoy meeting people and building relationships

Willing to learn and grow in financial knowledge

Positive, self-driven and goal-oriented mindset

Responsible and professional in handling clients

Requirement

We are a team of wealth planning professionals with a young, fun and energetic culture. We're looking for passionate individuals who want to make an impact - helping others grow and protect their wealth while building a meaningful, high- income career.

• Diploma or degree in any field (Finance/ Marketing is a plus)
• Fresh graduates and career switchers are encouraged to apply - full training provided
• Able to communicate in Mandarin & English
• Enjoy meeting people and building relationships
• Willing to learn and grow in financial knowledge
• Positive, self-driven and goal-oriented mindset
• Responsible and professional in handling clients

Responsibility

• Understand clients' financial goals and life priorities
• Provide personalised advice on insurance, savings, investments & will writing
• Build and maintain long-term client relationships
• Follow up with clients and provide ongoing support
• Continuously upgrade your financial knowledge & skills

Benefits

• Flexible Working Hours
• High Commission
• Fast-track career growth
• Training Provided
• Company Trip
• Allowance Provided
• Performance Bonus
• Work from Home
• Supportive team culture
• personal growth