
PT Wealth Consultancy Sdn Bhd commenced its operations in Klang, Selangor, with a dedicated focus on providing financial and retail consultancy services. Since its establishment, the company has gained significant recognition, particularly for its SKM training in Financial Planning, which earned a place in the Malaysia Book of Records. This achievement has been pivotal in establishing the company's reputation and credibility within the financial consultancy industry.
Over the years, PT Wealth Consultancy has expanded its offerings to include a comprehensive range of financial consultancy services tailored to meet the diverse needs of both individuals and businesses. The company is committed to delivering high-quality solutions that empower clients to achieve their financial goals and navigate the complexities of financial planning effectively.
PT Wealth Consultancy specializes in providing expert financial consultancy services designed to assist clients in making informed financial decisions.
Core Services:
1) Financial Planning – Comprehensive strategies to help individuals and businesses manage their finances effectively.
2) Retail Consultancy – Guidance on retail operations, enhancing customer experience, and improving business performance.
3) SKM Training – Accredited training programs in financial planning to equip professionals with essential skills and knowledge.
4) Investment Advisory – Tailored advice on investment opportunities to maximize returns and manage risks.
5) Risk Management – Strategies to identify, assess, and mitigate financial risks for clients.
Notable Projects & Initiatives:
- Development of specialized training programs that have contributed to the professional growth of participants.
- Recognition in the Malaysia Book of Records for outstanding contributions to financial training.
- Collaborative projects with local businesses to enhance financial literacy and operational efficiency.
At PT Wealth Consultancy, the workplace culture is defined by a supportive and collaborative environment, fostering a sense of belonging among employees. The company values teamwork and encourages open communication, allowing staff to share ideas and insights freely.
What It’s Like to Work Here:
1) Family-Oriented Atmosphere – Employees are treated like family, promoting strong relationships and camaraderie.
2) Continuous Learning – Opportunities for professional development and knowledge sharing are emphasized, enabling employees to grow in their careers.
3) Dynamic Work Environment – The fast-paced nature of the industry encourages adaptability and innovation.
4) Supportive Leadership – Management is approachable and committed to mentoring employees in their professional journeys.
5) Collaborative Projects – Teamwork is integral to the company's operations, with employees working together on various initiatives.
Workplace Environment:
The workplace is designed to be welcoming and conducive to collaboration, featuring open spaces that encourage interaction and teamwork. Regular team-building activities and training sessions further enhance employee engagement and development.
Core Values:
- Integrity and professionalism
- Commitment to client success
- Continuous improvement and innovation
- Teamwork and mutual support
- Empowerment through knowledge
This culture not only enhances employee satisfaction but also drives the company's mission to provide exceptional financial consultancy services to its clients.
Money & Compensation: EPF Contribution
The company provides EPF contributions to support employee retirement savings.
Health & Insurance: SOCSO and EIS Coverage
Employees are covered under SOCSO and EIS schemes, providing social security and employment insurance benefits.
Leave / Time Off: Annual Leave Entitlement
Employees are entitled to annual leave as part of their benefits package.
Health & Insurance: Medical Benefits Provided
Medical benefits are provided to employees to support their healthcare needs.
No 6-2, Jalan Tiara 2D/KU1, Pusat Perniagaan BBK, Klang, Selangor, MY
The Tele-sales Executive is responsible for making outbound calls to potential customers and promoting our services. This role plays a crucial part in generating leads and engaging with clients to understand their needs and provide tailored solutions.
The Internship For Customer Service Cum Admin Executive is responsible for assisting in daily administrative and operational tasks crucial for the smooth functioning of the company. This role provides valuable hands-on experience in customer service and administrative duties, enhancing skills in communication, organization, and problem-solving.
The Customer Service Cum Admin (Mandarin Speaker) is responsible for being the first point of contact for clients and ensuring their inquiries are addressed effectively. This role significantly contributes to customer satisfaction while supporting administrative functions within the team.
The Operation Manager (Mandarin Speaker) is responsible for overseeing daily business operations to ensure a smooth workflow across various departments. This role involves leading a team and implementing efficient processes to enhance productivity while maintaining high service delivery standards.