Job Descriptions:

1. Financial Advisory service:
- Client Management
- Case Management
- Activity Management

2) Attend all meetings with Clients / Leads together with the Senior Advisor.
3) Assist Senior Advisor in all administrative related tasks e.g. instruction order, client database update, and liaising with back office (Planning & Solutions / Sales Admin) for outstanding items.
4) Assist in Financial Planning related tasks e.g. fact-finding, handover, and meeting minutes.
5) Salaried Advisors will not practice independently until they complete the 1st 2 years of their service.

Requirements:

1) Academic Qualification: Bachelor’s Degree or equivalent which is accepted for Financial Planning professional qualification,
2) Career level: Entry level,
3) Years of Experience: 2 years and above,
4) Skills / Competency:Good competency in English skills,
5) Knowledge of Microsoft Office, Google Workspace (e.g. Gmail, Google Drive, Google Sheets),
6) Competency in follow-ups and follow through on cases / progress / activity updates
Ability to adapt and grow in a competitive environment.

Job Types: Full-time, Permanent

Pay: RM2,500.00 per month

Benefits:

Opportunities for promotion
Professional development

Schedule:

Day shift

Supplemental pay types:

Yearly bonus

Ability to commute/relocate:

Kuala Lumpur: Reliably commute or planning to relocate before starting work (Required)

Expected Start Date: 07/01/2024

Wealth Vantage Advisory Sdn. Bhd.

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