Wealth Planning Advisor – Build Trust & Secure Futures

Allianz Malaysia; George Town; On-site; MYR 60,000 - 90,000; Full time

Job summary

Allianz Malaysia invites applications for a Wealth Planning Executive (WPE) on a 12-month contract via a third-party agency. The role focuses on professional financial advice, personalised insurance solutions, and building lasting customer relationships founded on trust and integrity.

You will identify and engage new customers, perform needs analyses, deliver tailored planning guidance, and achieve sales targets while upholding professionalism and customer service.

Qualifications

• Diploma or degree in any field.
• Fresh graduates welcomed with interpersonal skills.
• Experience in banking, financial services, insurance or other consultative sales environments is advantageous.

Responsibilities

• Identify and acquire new customers through leads and referrals.
• Provide financial planning guidance and insurance recommendations.
• Maintain long-term customer relationships and post-sales support.
• Meet sales and activity targets while upholding compliance.

Skills

Relationship building

Communication skills

Customer-centric

Self-motivated

Problem solving

Team collaboration

Education

Diploma or Degree qualification

Job description

Allianz Malaysia invites applications for a Wealth Planning Executive (WPE) on a 12-month contract via a third-party agency. The role focuses on professional financial advice, personalised insurance solutions, and building lasting customer relationships founded on trust and integrity.

You will identify and engage new customers, perform needs analyses, deliver tailored planning guidance, and achieve sales targets while upholding professionalism and customer service.