Wealth Planner/Manager

Type: Full-Time     Category: Consultancy Customer Service-Support Sales-Marketing
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Job Description

We are looking for a competitive Wealth Planner and Manager to generate new business by contacting potential clients. You will sell, solicit, differentiate and negotiate financial plans that match the needs of your prospective clients’ portfolio. 

The goal is to build up strong positive relationships to ensure growth attainment.

The opportunity to promote as a Manager within 2 years is highly achievable depending on performance.


1) Work with clients to deliver financial planning strategies that fit their financial goals.

2) Report the progress of activities to the team on a weekly, monthly & quarterly basis.

3) Maintain clients’ database and records.

4) Monitor insurance claims to ensure mutual satisfaction.

5) Achieve clients acquisition and revenue growth objectives

6) Constantly update job knowledge and learn about new products and services.


Wealth Planner.

1) Min SPM

2) No working experience needed.

3) Basic computer knowledge.

4) Proven ability to work with goals.


1) Min SPM

2) Proven working experience with last drawn monthly salary of RM6,000.

3) Basic computer knowledge and statistical analysis

4) Proven ability to work with goals

5) Demonstrated ability to communicate, present, influence and sell effectively.
6) Has the desire to build and lead an agency.

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