AI-generated summary
beta
This job is a full-time Wealth Planner role at Aspire Global Achiever in Kuala Lumpur, managing high net worth clients. You might like this job because it offers the opportunity to provide customized investment strategies and wealth management advice.
RM 2.5K - RM 10K
Ara Damansara, Kuala Lumpur
Job Description
This is a full-time role for a Aspire Global Achiever (M) Sdn Bhd located in Kuala Lumpur. As a Wealth Planner, you will be responsible for managing and growing a portfolio of high net worth clients. Your day-to-day tasks will include conducting financial analysis, developing customised investment strategies, and providing comprehensive wealth management advice to clients. This role requires strong interpersonal skills, strategic thinking, and extensive knowledge of financial markets and investment products.
Job Requirements
Qualifications
The qualification to be a Wealth Planner at Aspire Global Achiever (M) Sdn Bhd is you have to have:
- Education at least SPM level
- The willingness to learn knowledge of financial markets, investment products, and portfolio management
- Excellent communication and interpersonal skills
- Ability to build and maintain client relationships
- Knowledge of regulatory and compliance requirements
- Ability to work as part of a team
- Proficiency in financial software and tools
Skills
Company Benefits
Flexible Working Hours
No fix hours, as long as you can complete your task
Overseas Trip
Annual Overseas trip
Great Working Culture
We say no to Toxic work culture
Additional Allowances
Additional commision and allowance
Additional Info
Company Activity
Last active - 1 hour ago
Experience Level
1 - 3 Years of Experience
Career Level
Junior Executive
Job Specialisation
General Sales