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30 May 2020

Full-Time Wealth Management Associate

Real Dreams Advisory – Posted by lawtan Kuala Terengganu, Terengganu, Malaysia

Job Description

Here is your opportunity to become a part of one of the fastest growing financial advisory groups in Malaysia. Our organisation is looking for young driven wealth management associates to better manage our clients’ financial portfolios from insurance to investment strategies. The successful candidate will provide wealth creation and protection solutions to help our clients plan for all of life’s circumstances, both expected and unexpected. Customer base will be provided upon the successful completion of training and professional development program. If you’re looking for a chance for great income potential, independence and flexibility, we encourage you to apply today.


Roles & Responsibilities

  • Acquire new clients with our proven proprietary strategies
  • Provide financial planning support to existing clients
  • Cultivate long term client relationships
  • Prepare financial plans and check their accuracy
  • Respond to prospective customer queries about financial planning
  • Assist in the development plans for the company
  • Assist the client in implementing their desired solutions
  • Review the client’s financial progress regularly



  • Minimum 3 years’ working experience
  • Bachelor’s Degree in Finance or related field (minimum Diploma/Advanced Diploma acceptable)
  • Possess a commitment to professionalism, honesty and hard work with great sense of responsibility
  • Work independently as well as function as a team player
  • Good computer, interpersonal and communication skills



  • Annual Income (Basic + Commission): RM30,000 – RM120,000
  • Performance Bonus
  • Overseas Incentives
  • Personal Development and Training Incentives
  • Ipad and Laptop Incentives

How to Apply

To apply:

Job Categories: Finance. Job Types: Full-Time.

Job expires in 39 days.

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