Sales Consultant/Sales Associate/Sales Manager

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.
Ara Damansara
Full-Time
1 week ago
Job DescriptionThis is a full-time role for 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 customized 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 RequirementsQualifications
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
SkillsWealth Management
Insurance Sales
Customer Service
Time Management
Team Building
Self-Motivation
Teamwork
Team Oriented
Company BenefitsAdditional commission and allowance
We say no to toxic work culture
Annual overseas trip
No fixed hours, as long as you can complete your task
Experience Level1 - 3 Years of Experience
Junior Executive
Job Specialisation
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