Pivotal – Wealth Specialist

Financial Intelligence is a state of mind that comes from implementation of habits and practices that attract wealth and abundance into your life.

As you navigate through Financial Intelligence, you will come to know the characteristics of a competent and incompetent financial consultant; the mentality of success and failure; how to identify limiting beliefs that could be sabotaging your money earning potential, and guidelines for designing your financial life in ways that will focus and direct you towards your primary wealth creation goals. They help simplify financial knowledge and strategies that will help you, your career and client build long-term wealth while pinpointing the strategies towards lifestyle, finance and even fitness!

General Responsibilities:

• Communicating and Coordination with various stakeholders
• Managing stakeholders activities, engagements and activities in ensuring that all objective or requirements are met
• Help in development of client acquisition strategy – Different Markets & Platforms
• Assessment of Client’s financial status and identification of potential risk
• Using good analytical and judgmental skills in making investment decisions
• Source and evaluate capital expansion options, including loans and funding
• Help advise on trading in unit trust and ETFs
• Analyzing of market trends and identification of risks and opportunities
•  Development of Tax strategies for clients
•  Providing professional advice and consultation to clients on capital investment
• Preparation of financial analysis and reports
• Handling and development of debt, investment, risk and estate management
• Social and Media Presentation, Sharing – Input and Case-study of new ideas and 
• solutions (Markets, People)
• Involvement in various projects, Campaigns and event

Job Requirement:

• Matured and Responsible Candidates
• Hardworking, Willingness to learn, 
• Possess good Teamwork Spirit
• Strong personal integrity 
• Sociable and looking forward to contributing back to society and economy
• Possess strong analytical or creativity skills is an added advantage

On-Job Training will be provided (Based on experience Level)

Based on competency level, candidates would be provided and given the opportunity to learn from local/international 

industrial experts, be put into leadership-mentor training program and be exposed to an extensive career and personal 

growth and More!