This is a full-time role for a Aspire Global Achiever (M) Sdn Bhd located in Kuala Lumpur. As a Wealth Planner, you will be responsible for managing and growing a portfolio of high net worth clients. Your day-to-day tasks will include conducting financial analysis, developing customised investment strategies, and providing comprehensive wealth management advice to clients. This role requires strong interpersonal skills, strategic thinking, and extensive knowledge of financial markets and investment products. [Apply now at ; JOB REQUIREMENTS: Qualifications The qualification to be a Wealth Planner at Aspire Global Achiever (M) Sdn Bhd is you have to have:
- Education at least SPM level
- The willingness to learn knowledge of financial markets, investment products, and portfolio management
- Excellent communication and interpersonal skills
- Ability to build and maintain client relationships
- Knowledge of regulatory and compliance requirements
- Ability to work as part of a team
- Proficiency in financial software and tools
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