Wealth Advisor

7 days ago


Montreal, Quebec, Canada Manulife Insurance Malaysia Full time
Job Summary

We are seeking a highly motivated and experienced Wealth Advisor to join our team at Manulife Insurance Malaysia. As a Wealth Advisor, you will be responsible for providing expert financial guidance and advice to our clients, helping them achieve their long-term financial goals and secure their financial futures.

Key Responsibilities
  • Conduct thorough financial needs analyses to identify clients' goals and objectives.
  • Develop and implement personalized financial plans to help clients achieve their goals.
  • Provide expert advice on investment products, retirement planning, and wealth management strategies.
  • Build and maintain strong relationships with clients, understanding their needs and preferences.
  • Stay up-to-date with industry trends and regulatory changes, ensuring compliance with all relevant laws and regulations.
Requirements
  • University degree in a related field, such as finance, economics, or business.
  • Minimum 1-2 years of experience in a related field, preferably in the financial services industry.
  • Strong knowledge of financial products, investment strategies, and retirement planning.
  • Excellent communication and interpersonal skills, with the ability to build strong relationships with clients.
  • Ability to work in a fast-paced environment, prioritizing multiple tasks and deadlines.
What We Offer
  • A competitive salary and benefits package.
  • Opportunities for professional growth and development, including training and mentorship programs.
  • A dynamic and supportive work environment, with a team of experienced professionals.
  • The chance to make a real difference in the lives of our clients, helping them achieve their financial goals and secure their financial futures.


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