Wealth Management Advisor

Company Description TRU Legacy Malaysia Sdn. Bhd. is a Malaysian company specializing in the insurance and financial planning industry, serving clients who seek structured, long-term financial security. The company focuses on helping individuals and families plan for key life stages, protect their assets, and build sustainable wealth. Team members collaborate to provide tailored solutions that align with client goals and risk profiles. The environment supports continuous learning, professional development, and ethical client service. Advisors are encouraged to develop strong, trust-based relationships with clients across diverse backgrounds.

Role Description The Wealth Management Advisor role is a full-time, hybrid position based in Petaling Jaya, with flexibility for some work-from-home arrangements. The advisor will meet with clients to understand their financial goals, assess current financial situations, and recommend suitable insurance and wealth management solutions. Day-to-day responsibilities include preparing financial plans, evaluating investment options, reviewing retirement strategies, and updating clients on plan performance and market developments.

The role involves maintaining accurate documentation, complying with regulatory requirements, and coordinating with internal teams to implement and monitor client strategies. Advisors will also engage in prospecting, networking, and follow-up activities to build and sustain a client portfolio.

Qualifications

• Ability to provide comprehensive Financial Planning and Wealth Management Services aligned with client objectives.
• Knowledge of Retirement Planning solutions and strategies tailored to different life stages.
• Understanding of Investments and Finance to analyze products, risks, and returns for clients.
• Strong interpersonal, communication, and relationship-building skills with a client-focused mindset.
• High level of integrity, professionalism, and adherence to regulatory and compliance standards.
• Relevant academic background in finance, business, economics, or related fields is beneficial.
• Previous experience in insurance, financial advisory, or wealth management is an advantage.
• Comfort with hybrid work arrangements, time management, and self-directed work.