The role
Role overview
Lives Triumphs Agency is hiring a Wealth Planner in Kuching. The role focuses on understanding clients' financial needs and providing personalised financial planning and protection solutions.
Details
Overview
Lives Triumphs Agency is seeking a Wealth Planner in Kuching. The role involves helping clients understand their financial needs and providing personalised financial planning and protection solutions. Full-time, part-time, career switcher and fresh graduate applicants are welcome.
Responsibilities
1. Understand clients' financial needs and goals.
2. Provide personalised financial planning and protection solutions.
3. Build and maintain long-term client relationships.
4. Develop your own client base through networking and prospecting.
5. Provide ongoing financial guidance and support to clients.
Requirements
1. Diploma or Degree in any field.
2. Good communication and interpersonal skills.
3. Positive attitude and growth mindset.
4. Willingness to learn and undergo professional training.
5. Self-motivated, goal-oriented and people-oriented.
6. Benefits and Remuneration.
7. Attractive commission and income potential.
8. PRUventure programme with basic income support (subject to eligibility).
9. Structured training and professional development.
10. Flexible working arrangement.
11. Career advancement and leadership opportunities.
Location
Kuching