Wealth Management Advisor

Position: Wealth Management Advisor

• Location: Kota Kinabalu, Sabah

• Job Summary:

We are seeking a highly motivated and experienced Wealth Management Advisor to join our team in Sabah. The successful candidate will be responsible for providing comprehensive financial advice and wealth management services to our clients, helping them achieve their financial goals. This role involves sales, client relationship management, and a deep understanding of financial products and market trends.

• Key Responsibilities:

Responsible for sales and services of Bank or Insurance products, primarily Wealth Management products.

• Aim to increase the Banks fee base income.

Provide financial advisory and consultations to potential customers.

• Recommend suitable wealth products that meet customers financial objectives.

Handle account openings and customer inquiries on product-related matters.

• Act as the point of contact for customers and manage relationships to increase product holdings with the Bank.

• Qualifications:

Bachelors degree in Finance, Economics, Business, or related field.

• Professional certifications (e.g., CFP, CFA, CUTE, TBE) are an advantage.

Minimum of 2 years of experience in wealth management or financial advisory roles.

• Strong analytical and problem-solving skills.

Excellent communication and interpersonal skills.

• Proficiency in financial planning software and tools.

High level of integrity and professionalism.

• Personal Attributes:

Client-focused with a passion for delivering exceptional service.

• Ability to build and maintain trust with clients.

Self-motivated, proactive, and able to work independently.

• Strong organizational and time management skills.

• Benefits:

Competitive salary and performance-based incentives.

• Comprehensive health and wellness benefits.

Opportunities for professional development and career advancement.

• Supportive and collaborative work environment.

If you are a dedicated professional with a strong background in wealth management and a commitment to helping clients achieve their financial goals, we encourage you to apply for this exciting opportunity.

Job Types: Full-time, Permanent

Pay: RM4,

• 00 - RM5,000.00 per month
  
  Benefits:
• Health insurance

Maternity leave

• Opportunities for promotion

Professional development
Schedule:

• Day shift

Fixed shift

• Monday to Friday

Supplemental pay types:

• Performance bonus

Yearly bonus

Experience:

unit trust or takaful product sales: 2 years (Required)