Wealth Advisory Consultant

Key Responsibilities

Provide Personalized Financial Advice: Help clients achieve their financial goals through tailored advice on wealth accumulation, protection, retirement, investment, and legacy planning.

Develop Investment Strategies: Advise on a wide range of solutions, including unit trusts, investment-linked plans, and structured investments, to build diversified portfolios that align with clients' objectives.

Build Lasting Client Relationships: Go beyond one-time transactions to provide continuous advisory support and foster long-term client relationships.

Expand Your Professional Network: Grow your practice through client referrals and networking opportunities.

Who We're Looking For

We welcome both experienced professionals and motivated individuals ready to begin a new career.

New to Financial Services? If you are motivated, enjoy meeting people, and are eager to learn, we will provide the training and guidance needed to help you succeed.

Basic Requirements: A minimum of a local Polytechnic Diploma or Degree. Strong communication and relationship-building skills are essential.

What We Offer

Competitive Remuneration: A compelling package with a base allowance and uncapped commissions.

Comprehensive Training: Full support for licensing (CMFAS) and mentorship.

Career Advancement: Clear progression pathways into leadership or specialist advisory roles.

Flexible Work: Hybrid and flexible working arrangements.