
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.
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.
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:
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.
Prestige Wealth Group lists this Wealth Planning Consultant role at RM2,500–RM10,000 per month.
This Wealth Planning Consultant position is based in Selangor, Malaysia. This role is fully on-site.
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..
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.
Company
Prestige Wealth Group
Location
Selangor
Salary
MYR 2500 - 10000
Skills Required
7 skills
Prestige Wealth Group lists this Wealth Planning Consultant role at RM2,500–RM10,000 per month.
Other roles currently open at Prestige Wealth Group.
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