Company Description
Wealth Agency AAA aspires to be the number one Unit Trust Agency in Malaysia. The organization is dedicated to providing exceptional financial solutions and services to its clients. With an emphasis on professionalism and customer-first values, Wealth Agency AAA supports individuals in achieving their financial goals. The agency is committed to fostering growth and excellence in the financial sector.
Role Description
This is a full-time remote role for a Unit Trust & Private Retirement Scheme Consultant. The Consultant will assist clients in developing personalized financial and retirement plans, provide guidance on unit trust investments, and recommend suitable private retirement scheme solutions. The role involves analyzing financial data, understanding client needs, and offering tailored, impactful financial advice to help clients secure their financial futures.
Qualifications
- Strong skills in Retirement Planning and Private Retirement Schemes
- Proficiency in Financial Planning and Defined Contribution strategies
- Experience and knowledge in Finance and Defined Benefit schemes
- Ability to communicate complex financial concepts clearly and effectively
- Strong analytical skills and attention to detail
- Self-motivated, result-driven, and capable of working independently in a remote setup
- Certification or training in financial advising or related fields is a plus
