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Wealth Planning Consultant at Prestige Wealth Group - Selangor

Prestige Wealth Group
Selangor
MYR 2500 - 10000

This job is no longer accepting applications.

It was posted on 12 June 2026 and has passed its 30-day listing period. See open Consultant Etp Serviceoperate jobs.

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.

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?

This job is no longer accepting applications. Similar roles that are hiring now are linked on this page, and you can apply to those directly on SuperJobs with no agency fee.

Quick Info

Company

Prestige Wealth Group

Location

Selangor

Salary

MYR 2500 - 10000

Skills Required

7 skills

Required Skills

Financial AnalysisClient Relationship ManagementCommunicationProblem SolvingInvestment KnowledgeRisk ManagementData 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 Similar Wealth Planning Consultant Roles

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