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Financial Advisor (Wealth Development Planner)

Financial Advisor (Wealth Development Planner)

WAI Associates Group / WAI AdvisoryKuala Lumpur, Kuala Lumpur, Malaysia
3 hari lalu
Penerangan pekerjaan

Established in 1977, WAI Associates Group started as a life insurance agency in Kuala Lumpur, Malaysia. With over 45 years of experience, the company has grown into a leading professional financial services provider specializing in wealth creation, protection, conservation, and distribution. We offer multi‑line solutions in life insurance, general insurance, unit trusts investments, estate / distribution planning, and family trusts. We are proud to be recognized with numerous industry awards for excellence and performance.

About the Role

Looking for a career that gives you purpose, growth, and freedom? At WAI Advisory, we welcome motivated fresh graduates and early‑career professionals to join our Wealth Development Program — a structured pathway to becoming a certified financial advisor. You’ll gain real‑world experience, mentorship, and financial knowledge to help people plan and achieve their life goals.

Key Responsibilities

  • Learn and provide basic financial and protection planning solutions.
  • Build meaningful client relationships with professionalism and empathy.
  • Educate clients on financial literacy, savings, and protection.
  • Participate actively in training, workshops, and mentorship sessions.
  • Develop business and communication skills to grow your client base.
  • Enthusiastic learner with a positive attitude.
  • People‑oriented and good communicator.
  • Self‑motivated, adaptable, and eager to grow.
  • Values professionalism, integrity, and teamwork.

Why Join Us

  • ⏰ Flexible work structure with performance incentives.
  • Work with one of Malaysia’s most trusted financial brands.
  • Qualifications

  • Diploma or Degree in any field (finance background not required).
  • Strong interest in financial planning, communication, or entrepreneurship.
  • Fresh graduates or candidates with less than 4 years’ experience are welcome.
  • Seniority level

  • Entry level
  • Employment type

  • Other
  • Job function

  • Finance and Sales
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    Buat amaran kerja untuk carian ini

    Planner • Kuala Lumpur, Kuala Lumpur, Malaysia