Wealth Management Adviser
DR Premier Advisers
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RM 3500 - RM 9000
Klang Valley
Full-Time
Job Description
- Responsibilities include prospecting and marketing financial products such as takaful and insurance coverage, investment products, such as unit trust and other shariah compliant investment
- To assist new client in their financial objectives by proposing and presenting the proper plans and products required
- Periodically contact and review clients' accounts and plans regularly to determine whether life changes, economic changes, environmental concerns, or financial performance indicate a need for reassessment and propose any changes or amendments if required.
- Analyze financial information obtained from clients to determine strategies to meet clients financial objectives.
- Answer clients' questions about the purposes and details of financial plans and strategies
- Explain to clients the personal financial adviser's responsibilities and the types of services to be provided.
- Recruit and maintain client bases, as well as recruit junior advisers to our growing team
- Manage client policy portfolios, and assist in any changes and claims if required
- Full on boarding training and development will be provided for those without any relevant experience in the industry
NOTE: This job entitles sales & servicing clients on a regular basis
Job Requirements
Age: 22 to 45 years old preferred
Academic Qualification: Diploma and above for fresh graduates, with work experience of 3 years or more, SPM is sufficient
Work Experience: For fresh graduates, prior internship or attachment is sufficient. Otherwise, minimum 3 years, preferably in the Finance, Marketing & Sales, Client management & Investment Advisory Industry
Industry Certification: Possession of any of the following is an added advantage, but not a requirement, TBE, PCE, CEILI, FIMM, CFA & CFP CFP
Commitment: Full time job, with daily clock in & clock out. Willing to work after official hours, weekends and public holidays as and when required. Must be willing to learn on the job as well as self study
Competencies: Able to handle objections & rejections, creative thinking, critical analysis, willing to take the initiative on task, must be able to teach and have a teachable attitude at the same time.
Academic Qualification: Diploma and above for fresh graduates, with work experience of 3 years or more, SPM is sufficient
Work Experience: For fresh graduates, prior internship or attachment is sufficient. Otherwise, minimum 3 years, preferably in the Finance, Marketing & Sales, Client management & Investment Advisory Industry
Industry Certification: Possession of any of the following is an added advantage, but not a requirement, TBE, PCE, CEILI, FIMM, CFA & CFP CFP
Commitment: Full time job, with daily clock in & clock out. Willing to work after official hours, weekends and public holidays as and when required. Must be willing to learn on the job as well as self study
Competencies: Able to handle objections & rejections, creative thinking, critical analysis, willing to take the initiative on task, must be able to teach and have a teachable attitude at the same time.
Company Benefits
Career Progression
Clear career progression opportunity
Attractive Annual Bonuses
Attractive annual bonuses based on agreed achieved performance
Support
First hand support staff and assistance
Trips & Convention
Annual Trips & Travel opportunities for top qualifiers
Group Medical Insurance
Offer Group medical insurance, as well as group life insurance for top performers
Additional Info
Experience Level
0 - 7 Years of Experience
Job Specialisation
General Sales, Key Account / Relationship Management, Telesales / Telemarketing
Company Profile
DR Premier Advisers
We are a One Stop Financial Planning Centre helping individuals and businesses achive their financial goals in three core areas - Protection, Accumulation and Distribution. Our services among others include life insurance, takaful, investments & mortgage
Wealth Management Adviser
DR Premier AdvisersRM 3500 - RM 9000
Klang Valley
Full-Time
This job is no longer available