Wealth Advisor

Key Responsibilities

• Assess clients financial goals and recommend suitable insurance and investment plans
• Create personalized financial strategies for savings, protection, and wealth growth
• Maintain and strengthen long-term client relationships
• Stay updated on market trends and financial products
• Explain financial concepts and policy details clearly to clients

Qualifications

• Bachelors degree in any business-related course is an advantage
• At least 1-year of experience in sales, marketing, finance, customer service or management is preferred
• Fresh graduates and career shifters are welcome to apply
• Strong communication and interpersonal skills
• Goal-oriented, motivated, and willing to learn
• Able to work independently and in a team environment

Work Setup

• Flexible and hybrid work arrangement
• Office-based meetings with possible r...