Wealth Management Advisor

  • Location:
  • Salary:
    RM5,000 - RM9,000
  • Job type:
  • Posted:
    2 months ago
  • Category:
  • Deadline:
    31 January 2018
  • Languages:
  • Develop base for long-term sources of clients by using referrals, occupational, and special-interest groups to compile lists of prospects.
  • Approach potential clients by utilizing phone and face-to-face solicitation; making presentations to individuals and groups on the subject of financial well-being.
  • Assess and determine clients’ financial situation and needs by scheduling fact-finding appointments; ascertaining how long-term goals can be achieved.
  • Develop a comprehensive wealth protection plan.
  • Continuous servicing by keeping in touch and reviewing clients’ needs from time to time.
  • Monitoring and tracking of own production and business with provided tools.
  • Update career and business knowledge by participating in training and educational opportunities; reading professional publications.
  • Enhance organisation reputation by accepting ownership for accomplishing new and different milestones in this business; explore opportunities to add value to job accomplishments.