AI Wealth Planning Associate

Overview

AI Wealth Planning Associate role with Promiseland Advisory. This is a full-time hybrid role based in Petaling Jaya. As an AI Wealth Planning Associate, you will learn how to design personalized wealth strategies and guide clients through their financial journeys — supported by our advanced AI planning platform.

Role Description

This is a full-time hybrid role based in Petaling Jaya .

As an AI Wealth Planning Associate , you will learn how to design personalized wealth strategies and guide clients through their financial journeys — supported by our advanced AI planning platform.

Responsibilities

• Work closely with clients to understand their goals and financial priorities
• Use AI-powered tools to create data-driven, personalized wealth plans
• Learn holistic financial advisory, from protection to investment strategies
• Analyze financial data to support better planning and decision-making
• Collaborate with senior mentors to develop your career path in financial advisory

Qualifications

Why Join Promiseland?

Apply

If you’re curious, driven, and eager to grow in the world of wealth planning , this is your chance to build a meaningful career that blends human connection with technology .

Apply now and start learning smart.

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