PRUVenture Manager
Job Summary
The PRUVenture Manager serves as a client-focused advisor providing strategic financial guidance and tailored investment solutions. The role involves managing portfolios, retirement planning, and risk management to meet specific client needs. Additionally, the position offers a monthly base allowance alongside commission-based earnings to support professional development.
Responsibilities
- Provide strategic financial guidance and investment solutions
- Manage retirement, tax, estate, and risk planning
- Market and customize financial products for clients
- Support financial planning and risk management processes
Required Skills
- SPM/STPM qualification
- Excellent communication and interpersonal skills
- Strong time-management and organizational skills
- Bahasa Malaysia & English proficiency
- Entrepreneurial mindset
Job Details
Responsibilities:
- Act as a client-focused advisor to provide strategic financial guidance and solutions.
- Provide guidance on investment strategies, retirement planning, tax optimization, estate planning, and risk management.
- Market financial products to clients, tailoring solutions to meet their specific needs.
- Assist in the planning and design of customized financial products based on clients' requirements.
- Provide support in risk management and financial planning processes.
- In addition to the commission-based earnings typically associated with financial planning roles, we offer a monthly allowance base.
Requirements:
- Must be at least 18 years old and typically hold at least an SPM/STPM qualification.
- Fresh Graduates, Working Adults, VSS encouraged to apply.
- Previous experience in insurance sales or related field preferred will be an advantage.
- Excellent communication and interpersonal skills.
- Self-driven with strong time-management and organizational skills.
- Upskill and gain professional learnings for continuous development.
- Required language(s): Bahasa Malaysia & English.
- Personal goal-oriented, motivated, disciplined with an entrepreneur’s mindset.
- Interested in Financial services.