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Wealth Advisor

Wealth Advisor
Selangor   Petaling Jaya
Full Time   Banking / Finance
ALC Platform Sdn Bhd

Post18 Feb2021
Expiry20 Mar2021

Job Information

Position : Wealth Advisor
Company : ALC Platform Sdn Bhd
Contract : Full Time

Salary : RM3,000.0 - RM8,000.0 Per Month

Location : Petaling Jaya, Selangor
Postcode : 47400

Posting Date : 18 Feb 2021
Closing Date : 20 Mar 2021

Academic Qualification :
Language Requirement : English,Malaysia

Job Description


Job Responsibility
  • Calling potential clients to expand their customer base
  • Explain various insurance policies and help clients choose plans that suit them
  • Interview prospective clients to get data about their financial resources and discuss existing coverage
  • Explain the features of various policies
  • Analyze clients current insurance policies and suggest additions or changes
  • To handle all sales related enquiries from existing and new client
  • To maintain and enhance business relationship with current and potential client
  • Assisting clients for Personal and Business Wealth Planning
  • Lead a team sourcing wealth management product
  • To offer financial solution varies from mortgage advisory and estate planning to target market segment

Job Requirements
  • Candidate with possess SPM must have working experience 1 year(s) and above
  • Fresh Graduate possess Bachelor's Degree/Post graduate Diploma are welcome
  • Willing to learn, Self-confident, target driven and self-motivated
  • Able to converse in English, Mandarin and Malay
  • Outgoing character with good attitude and communication skill will be an added advantage
  • Highly motivated and possess entrepreneur qualities will be an added advantage
  • Possess own transport and willing to travel within Malaysia

Job Benifits
  • Free training and coaching programmes
  • Offering you with good salary
  • Bonuses
  • Time flexibility
  • Opportunity to earn high, consistent income
  • Basic salary + Commission + Bonus
  • Free company trip for those who achieve the sales target
  • Award recognition for top producers

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