The role serves as a key support to the Senior Advisor, actively participating in client engagement activities, including fact finding, solution presentations, and relationship management. It provides hands-on experience in sales support, lead generation, client advisory, as well as operational tasks such as service follow-ups.

Responsibilities

• Conduct client engagement activities (fact finding, solution presentations, discovery meetings).
• Manage and maintain client relationships to ensure high service quality and retention.
• Support lead generation and prospecting efforts.
• Assist senior advisors in sales and client advisory activities (development phase).
• Participate actively in concurrent training and real case study exercises.
• Meet assigned case closure and revenue targets.
• Maintain accurate client documentation within CRM systems.
• Assist in operational tasks including onboarding, service follow-ups, and client communications.
• Progressively build the skills to become a coach or mentor.

Qualifications

• Bachelor’s Degree or equivalent qualification accepted for Financial Planning professional pathways.
• Preferably licensed (CFP, IFP, RFP, Shariah RFP, etc.) or willing to obtain certification.

Skills and Competencies

• Strong client communication and interpersonal relationship skills.
• High discipline, proactivity, and structured problem-solving ability.
• Sales-oriented mindset with ethical practices and client-centric focus.
• Strong adaptability and willingness to learn technical advisory knowledge.
• Coaching related skills is an added advantage.
• Proficient in Microsoft Documents and Google Work (e.g., Gmail, Google Drive, Google Sheets).