Financial Consultant

Final Year Bachelor of Science (Hons) Financial Economics | Sunway University & Lancaster University | AIA Elite Life Planner | Ex-PwC Intern |

Company Description

The AIA Elite Academy offers an exclusive program to develop highly driven Life Planners by providing top-notch support and fostering a collaborative, professional, and well-being-focused environment. The 18-month program features customized, structured training with a focus on financial knowledge and social media marketing, alongside individual coaching and mentoring. Life Planners benefit from various perks, including an attractive financing scheme, to start their career with a solid foundation. If you are interested in a meaningful, rewarding, and sustainable career as an AIA Life Planner, visit the provided link to learn more.

Role Description

This is a full-time hybrid role for a Financial Advisor based in Petaling Jaya, with some work from home flexibility. The Financial Advisor will provide financial planning and retirement planning consultations, advise clients on investments, and offer comprehensive financial advisory services. Day-to-day tasks include meeting clients, conducting financial assessments, developing personalized financial plans, and staying updated on market trends.

Responsibilities

• Provide financial and retirement planning consultations.
• Advise clients on investments and financial advisory services.
• Conduct financial assessments and develop personalized financial plans.
• Stay updated on market trends.

Qualifications

Seniority level

Entry level

Employment type

Full-time

Job function

Finance and Sales

Industries

Insurance

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