Wealth Planner

Your Role Your role is to solve real planning gaps for clients by turning complex money questions into simple, actionable plans. You will analyse needs, design tailored proposals, and guide clients through implementation so they feel confident about their financial choices. 在这个职位中，您的主要工作是了解并解决客户在财务规划上的实际需求，将复杂的财务问题转化为简单、清晰且可执行的规划方案。 您将负责分析客户需求、设计个性化的财务方案，并协助客户落实及执行相关规划，让客户能够更有信心地做出适合自己的财务决定。 Your Growth & Impact - Expand your advisory skills by managing a client portfolio and delivering end-to-end financial plans in a supportive environment. - Build a professional network through client meetings, product partners, and community events to accelerate your career progression. - Refine technical expertise with on-the-job exposure to financial planning software, CRM tools, and investment basics. - Strengthen communication and sales competency via client presentations and regular review meetings. 您的成长与影响力 - 提升专业咨询能力通过管理客户组合及提供完整的财务规划服务，在一个支持性强的工作环境中，提升您的专业咨询能力。 - 建立专业人脉网络通过与客户会面、产品合作伙伴及参与社区活动，扩大您的专业人脉，为事业发展创造更多机会。 - 加强专业知识与技术能力在实际工作中接触财务规划软件、客户关系管理（CRM）系统及基础投资知识，进一步提升专业技能。 - 提升沟通及销售能力通过客户方案讲解、汇报及定期检讨会议，加强您的沟通、表达及销售能力。 Responsibilities - Build and manage client relationships. - Understand clients' financial goals and design personalized wealth and protection strategies. - Structure suitable savings and protection solutions for a diverse client base. - Provide professional before- and after-sales service. - Help clients understand retirement and education planning. - Build a strong, loyal, long-term client network. - Mentor and guide less experienced advisors as part of team growth. 职位职责 - 建立并维护良好的客户关系。 - 了解客户的财务目标，并为客户制定个性化的财富管理及保障规划。 - 根据不同客户的需求，提供合适的储蓄及保障方案。 - 提供专业的售前及售后服务。 - 协助客户了解退休规划及子女教育规划。 - 建立稳固、忠诚及长期的客户网络。 - 指导及带领经验较少的顾问，协助团队共同成长。 Requirements - SPM, STPM/Diploma, Degree holder or above. - Own transport. - Fluent in Mandarin is required, as the role involves communicating with Mandarin-speaking clients. - Disciplined, professional, and collaborative, with the ability to work independently and as part of a team. 职位要求 - 持有 SPM、STPM／Diploma、Degree 或以上学历。 - 自备交通工具。 - 必须能够流利使用华语，因为工作需要与华语客户进行沟通。 - 具备纪律性、专业态度及团队合作精神，并能够独立工作及与团队合作。