Private Wealth Executive / Corporate Wealth Planning Executive

Pro B Centre Sdn Bhd

  • Kuala Lumpur
  • RM 5,000 per month
  • Permanent
  • Full-time
  • 22 days ago
Pro B Centre Hiring! Full Time Private Wealth Executive / Corporate Wealth Planning Executive in Kuala Lumpur, Earn up to MYR 5,000 - Ricebowle.target.src = 'https://files.ajobthing.com/assets/premium-job/premium-default-banner.png'" class="object-contain aspect-companyBanner w-full" data-v-7d439d05>Private Wealth Executive / Corporate Wealth Planning ExecutiveReportFollowMYR2,000 - MYR5,000 Per MonthKL City,Be an early applicant!Posted 2 hours ago • Closing 28 Sep 2025Be an early applicant!SaveApplyRequirements
  • Bachelor's Degree in Finance, Business, Economics or related field (mandatory). Fresh graduates with strong interest are welcome.
  • Licensed candidates are preferrable
  • Unit Trust Consultant (UTC) & Private Retirement Scheme Consultant (PRS)
  • Certified Financial Planner (CFP) or Registered Financial Planner (RFP)
  • Capital Markets Services Representative's License (CMSRL)
  • Excellent communication, presentation and consultative selling skills
  • Motivated, target-driven, and eager to grow in a long-term career.
Responsibilities
  • Advise clients on investment-based financial planning solutions, guide implementation and conduct regular reviews of client portfolios and financial goals
  • Use company-generated leads and personal outreach to grow your client base. Opportunity to serve mass affluent & affluent clients.
  • Collaborate on advanced solutions like Business Succession Planning and Family Office services for high.NET-worth clients
  • Contributing sales ideas & marketing strategies.
  • Daily sales activity such as call to follow up, set appointment and close leads.
  • Prepare monthly sales report for Manager & CEO
Benefits
  • Basic salary + allowance + performance-based bonus
  • ️ Incentive trips (for CMSRL Licensed Holder who achieve the target)
  • Quality leads provided through Cheng & Co's extensive network
  • Scholarship for licensing exams such as Certified Financial Planner (CFP) or Registered Financial Planner (RFP) for non-licensed, but qualified applicants
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