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Company Overview


• We are the affiliate of several financial service providers in Malaysia, with more than 29 years experience in business. We master what we do best.

• We specialising in providing financial services and solutions ranging from wealth protection (insurance), wealth accumulation (savings), wealth acceleration (investment), and wealth distribution (will trust). The complete steps of wealth management, which literally required from everyone.

• We provide professional trainings and courses with 30 training centres across Malaysia. You know you are in good hands.

Experience Requirements

  • Position Title : Sales Executive
  • Job Skills :

    • Malaysian.

    • Both fresh graduates and experienced are welcome.

    • Diploma / Degree holder 

    • Well versed in both English and Mandarin.

    • Willing to learn and adaptable to new things.

    • Self-starter, team player, and great attitude - especially gratitude.

    To be a good fit for our team you will have:

    • Basic knowledge in wealth and finance.

    • Keen attention to detail.

    • Decent networking and communication skills.

    • Planning and self management skills.

    • High initiative and the ability to multitask.

  • Education Level : Diploma/Advanced/Higher/Graduate Diploma
  • Position Level : Junior Executive

Job Responsibilities

• Learn, train and then practise financial and wealth advise to both personal and corporate clients.

• Analyse client financial needs and offer personalise strategies and solutions base on the Bank Negara Malaysia certified analysis tool.

• Attend client in timely, efficient, and accurate manner.

• On going learning on new financial and wealth related skills and knowledge to further empower yourself and clients.