Wealth Planner

Amazing Advisory Sdn Bhd
Full Time

Job Description

Job Task

  • You are in the Wealth Planning Industry, and giving a good and practical advise.
  • Providing advise on holistic and profesional wealth planning service.
  • Integrated one-stop services by profesional.
  • Providing professional advice, strategies and solutions to clients in achieving their short term and long term financial goals.
  • Building & maintaining a healthy relationship and high standard of services to clients.
  • Attending meetings & training provided by the company.


  • Addtional Allowance will be provide when KPI achived.
  • Rewards and recognition for consistent production.

Job Requirement

  • Candidates must possess diploma / degree in any field of study.
  • Candidates with no working experience are welcome, as training is provided.
  • Skills required : Communication skills, Team player.
  • Spoken language : Mandarin, English, Any other language is an added advantage.
  • Personal goal oriented, motivated, disciplined with an entrepreneur’s mindset.

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