Wealth Planning Consultant at Prestige Wealth Group - Selangor
Role Summary
The Wealth Planning Consultant is responsible for engaging with clients to understand their unique financial goals and life priorities. This role involves assessing clients' financial situations and providing tailored advice to help them grow and protect their wealth over time.
Job Description
As a Wealth Planning Consultant, you will interact with clients daily, providing personalized financial guidance in a dynamic and supportive environment. Your focus will be on building strong relationships and trust with clients while educating them on investment options and risk management strategies.
Key Responsibilities:
- Engage with clients to understand their financial goals and life priorities.
- Assess clients' current financial situations and provide tailored advice.
- Develop comprehensive wealth management strategies for clients.
- Educate clients on various investment options and risk management techniques.
- Build and maintain strong relationships with clients.
- Guide clients in making informed financial decisions.
- Monitor and review clients' financial progress over time.
Job Requirements
Passion for helping clients achieve their financial goals.
Strong interpersonal and communication skills.
Ability to analyze financial data and market trends.
Willingness to learn and adapt in a dynamic environment.
Team player with a positive attitude.
Previous experience in financial services is a plus.
Strong ethical standards and integrity.
Quick Info
Company
Prestige Wealth Group
Location
Selangor
Salary
MYR 2500 - 10000
Skills Required
7 skills
Click to submit your application
Required Skills
Financial Analysis
Client Relationship Management
Communication
Problem Solving
Investment Knowledge
Risk Management
Data Analysis
Wealth Planning Consultant Salary at Prestige Wealth Group
Prestige Wealth Group lists this Wealth Planning Consultant role at RM2,500–RM10,000 per month.
How to Apply for This Wealth Planning Consultant Role
- Click Apply Now and sign in, or create a free SuperJobs profile. It takes about two minutes and there is no agency fee.
- Upload your CV once and answer any screening questions Prestige Wealth Group asks. Your profile is reused for every application after this one.
- Submit, then track the application and any employer replies from your dashboard. Applications close 2026-11-17, so apply early.
Wealth Planning Consultant - Frequently Asked Questions
What is the salary for a Wealth Planning Consultant at Prestige Wealth Group in Selangor?
Prestige Wealth Group lists this Wealth Planning Consultant role at RM2,500–RM10,000 per month.
Where is this Wealth Planning Consultant job located?
This Wealth Planning Consultant position is based in Selangor, Malaysia. This role is fully on-site.
What qualifications do I need for this Wealth Planning Consultant role?
Prestige Wealth Group is looking for Passion for helping clients achieve their financial goals.; Strong interpersonal and communication skills.; Ability to analyze financial data and market trends..
How do I apply for this Wealth Planning Consultant job at Prestige Wealth Group?
Apply directly on SuperJobs — create a free profile, upload your CV once and submit. There is no agency fee and no charge to applicants. Applications close 2026-11-17.
Application Tips
- Ensure your resume highlights relevant skills and experience
- Tailor your application to match the role requirements
- Double-check all information before submitting
- Submit your application as soon as possible to increase your chances
Similar Roles
Browse every open vacancy for these job titles across Malaysia.
Wealth Planning Consultant jobs in Selangor
Browse the wider market this role sits in — by sector, by state, and both together.