Wealth Management Associate

Build a Meaningful Career. Make a Difference. Grow Your Future.

Are you passionate about helping people achieve financial security and long-term wealth? We are looking for motivated, ambitious, and people-oriented individuals to join our team as Wealth Management Associates, specializing in Insurance and Financial Protection Solutions.

Job Requirements
• Diploma, Bachelor's Degree or higher in any discipline.
• Aged between 25–45 years old.
• Experience in Sales, Marketing, Business Development, Customer Service, or related fields is an advantage.
• Positive attitude with strong interpersonal and communication skills.
• Proficient in Bahasa Malaysia and English (Mandarin is an added advantage).
• Possess own transportation.
• Self-motivated, goal-oriented, and eager to build a long-term professional career.

Key Responsibilities
• Build and develop your own professional wealth management practice.
• Meet prospective and existing clients to understand their financial goals.
• Conduct financial needs analysis and recommend suitable insurance and financial protection solutions.
• Provide advice on Life Insurance, Medical, Critical Illness, Income Protection, Education, Retirement, Wealth Accumulation & Legacy Planning.
• Deliver excellent after-sales service and build long-term client relationships.
• Expand your client base through networking, referrals, seminars, and digital marketing.
• Participate in continuous professional development and company training.

What We Offer
• Bridging Income Programme of RM3,000–RM12,000 per month (subject to Terms & Conditions and production requirements).
• Structured Performance Bonus.
• Performance Incentive Trips.
• Retirement Gratuity Benefit.
• Comprehensive training and mentorship.
• Flexible working arrangements.
• Recognition awards.
• Opportunity to build recurring income.

Career Progression
• Progress from Wealth Management Associate to Team Leader, Agency Manager, and beyond.
• Develop leadership, coaching, and business management skills.
• Build and lead your own team.
• Create a scalable business with recurring income and long-term leadership opportunities.

Why Join Us?
• Unlimited income potential based on performance.
• Entrepreneurial career with flexibility and independence.
• Continuous learning and personal development.
• Supportive team culture.
• Opportunity to make a lasting impact.

Apply Today
Take the first step towards becoming a trusted Wealth Management Professional and future leader.

Disclaimer: All income, bridging income, bonuses, incentives, retirement gratuity benefits, and career progression are subject to company policies, licensing requirements, Terms & Conditions, and individual performance.