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Jobs in Malaysia   »   Jobs in Kuala Lumpur   »   Finance / Banking / Insurance jobs   »   Wealth Advisor/ 财富顾问

Wealth Advisor/ 财富顾问

Kuala Lumpur, Ipoh, Petaling Jaya
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财富顾问 (实习 / 全职)




  • 为客户提供适合的财务管理计划 / 咨询。
  • 以客户保持良好关系,协助客户处理保险赔偿以及理财策划服务。
  • 通过拜访自然市场和陌生市场的方式直接向客户询问他们的保险情况和未来需求。
  • 解释具体保险方案的差异,以便客户可以对其购买做出明智的决定。
  • 协助客户的保险方案获得承销批准。



  • 提供专业的在职培训(储蓄,投资,风险管理的知识)
  • 丰厚佣金 + 年度花红 + 退休金
  • 提供良好晋升机会
  • 旅行奖励: 组织和公司海外旅游 



  • 拥有SPM / STPM / 文凭或学士学位 / 专业证书(PCEIA,CEILLI,TBE 等)。
  • 年龄: 18 - 35 岁。
  • 拥有基本的电脑知识。
  • 勤力,积极进取,对工作有热诚,主动和有责任感。
  • 表现出有效沟通,呈现,影响和销售的能力。
  • 拥有良好的时间管理和职业道德。
  • 提供以客户为中心的解决方案和建立持久关系。


将位于: 雪隆一带 / 霹雳怡保。




Wealth Advisor (Apprentice / Full time)

Our company is a well-known company from United Kingdom. As a leading insurance company we are always ready to provide solutions for your savings, insurance and investment needs.


Job responsibilities:

  • Establish a positive working relationship with customers.
  • Approach client via natural market and cold market to inquire about their insurance situations & future needs.
  • Explain the differences in policy's specifics so clients can make informed decisions with their need.
  • Assist with obtaining underwriting approval.
  • Deliver policy after a proposal is submitted and approved.
  • Follow up with clients after initial meetings or conversations.
  • Delivering client-focused solutions and in creating long-lasting relationships.


Incentive and Benefits:

  • Comprehensive training programs for professional advancement.
  • Attractive remuneration, annual bonus, retirement benefits.
  • Excellent career path to managerial level.
  • Rewards: Overseas Incentive Trip and Recognittion.



  • Possess at least SPM / STPM / diploma or degree in any field / professional certificates (PCEIA, CEILLI, TBE etc).
  • Age: 18 - 35
  • Proficient in basic computer skills.
  • Proven ability to work with goals.
  • Demonstrate ability to communicate, present, influence and sell effectively.
  • Good time management skills and work ethic.
  • Delivering client-focused solutions and in creating long-lasting relationships.


Will be located in: Klang Valley area / Ipoh




Perks & Benefits

  • Commission and Bonuses
  • Flexible working hours
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Company Overview

At prudential, we believe in making a difference. Through the power of listening, we strive to build brighter futures, for our customers, for our employees, for our society. Built upon the values of mutual respect and understanding, we aim to cultivate an environment where our people can flourish in both their professional and personal lives. As a leading provider of financial solutions in Asia, Prudential offers ample opportunities for you to succeed and expand your career horizons. A rewarding and fulfilling career awaits you. Join us. Why join us? Solid Brand: We are part of Prudential plc (UK), one of the largest financial services organizations in the world. Since 1848, Prudential has been meeting the diverse financial needs of our customers with sensitivity and efficiency. This unique interplay between our history and tradition as well as our dynamism and innovation, makes us a global brand that is known to listen and understand our customers and their needs.

Leadership: One key success factor differentiating us from our competitors is our leadership capacity at all levels of the organization. Recognising the importance of leadership,,We spend significant resources identifying and grooming individuals to take on our business challenges. This is reflected in the number of homegrown talents currently in a key leadership position within the organization. Learning and Development As we strive to become Asia's leading provider of financial solutions, there are ample opportunities for our people to enhance their knowledge. To this end, PRUuniversity, Prudential's corporate university, offers courses in personal ,team and leadership development through a blend of workshops, self-study workbook , or e-learning. With a mix of internal developed courses as well as partnerships with internationally acclaimed training needs of our people in the most effective way.

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Company Summary
PLE Agency
Banking / Financial Services