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Financial Wealth Consultant
3 months ago
Job Overview
Manulife Insurance Malaysia offers comprehensive financial and investment strategies, including wealth management and insurance solutions, tailored to clients at various stages of their financial journey.
The Financial Wealth Consultant is a pivotal member of our advisory team, providing expert wealth management and retirement planning services to our clients. As a consultant, you will represent Manulife, guiding clients through our diverse offerings in retirement plans, insurance products, and banking services.
In your role as a Financial Wealth Consultant, you will take charge of client relationship management and financial strategy development, assisting clients in crafting personalized financial plans that align with their wealth accumulation and retirement aspirations.
Key Responsibilities
Client Relationship Management and Advisory:
- Assess your client's financial objectives and life goals to foster enduring relationships.
- Deliver tailored financial planning insights and solutions utilizing our extensive range of investment and portfolio options, including top-tier proprietary and third-party offerings.
- Attract and consolidate client assets while collaborating with their families to provide holistic advice.
- Connect clients with appropriate Manulife resources to continually address their evolving needs.
- Maintain proactive communication with clients, addressing emerging needs, resolving issues, and ensuring timely follow-ups.
Financial Strategy Development and Client Engagement:
- Conduct comprehensive financial planning or partner with financial planners to develop customized strategies for clients, considering their complete financial landscape.
- Collaborate with Manulife specialists to enhance client value.
- Work alongside the Client Support team to deliver sales and service support, ensuring client satisfaction and service excellence.
- Adhere to risk management and compliance protocols to protect client assets, uphold privacy, act in clients' best interests, and comply with all regulatory and ethical standards.
Qualifications
- A university degree and/or 3-5 years of relevant industry experience, with a focus on direct client interaction and one-on-one consultations.
- Completion of the Canadian Securities Course (CSC) is mandatory.
- CIRO license (formerly IIROC license) is required.
- Life License (LLQP) is essential.
- Completion of the Conduct & Practices Handbook (CPH) within the first 90 days of employment.
- IQPF licensing is preferred for candidates in Quebec.
- CFP designation is advantageous.
- Proven ability to cultivate long-lasting, trusted relationships with clients and stakeholders.
- Exceptional verbal and written communication skills.
- A natural inclination towards teamwork and collaboration, demonstrating a willingness to learn and adapt.
- Willingness to travel moderately as required.
- Opportunities available across various regions.
