Company Description
PremierOne Wealth, an agency owned by Group Agency Manager Normi Azirai Hassan, operates under Principal Asset Management Berhad in alliance with CIMB. PremierOne Wealth helps to create, protect, and preserve wealth via a multi-product platform. The agency integrates unit trust funds, private retirement schemes, protection plans, trust nominations, and estate planning solutions with providers such as Principal Asset Management, SunLife Takaful, and Assalihin.
Role Description
This is a full-time remote role for a Wealth Advisor. The Wealth Advisor will be responsible for guiding clients through financial planning, including retirement planning and investment strategies. Day-to-day tasks include developing tailored wealth management strategies, offering financial advice, and maintaining client portfolios to achieve optimal growth and security.
Qualifications
* The salary benchmark is based on the target salaries of market leaders in their relevant sectors. It is intended to serve as a guide to help Premium Members assess open positions and to help in salary negotiations. The salary benchmark is not provided directly by the company, which could be significantly higher or lower.