AI Wealth Planning Associate
Posted: 6 hours ago
Job Description
AI Wealth Planning Associate📍 Hybrid – Petaling Jaya | Fresh Graduates Welcome💰 Earning Potential: RM 6,000 – RM 10,000 monthly (Base + Performance Incentives)Company DescriptionPromiseland Advisory is a wealth advisory firm dedicated to impacting lives beyond finance.We believe financial planning starts with people — their stories, goals, and dreams — not just numbers.By combining human insight with AI-powered financial planning tools, we help clients make smarter, more confident decisions and build lasting legacies for generations ahead.Our mission is to nurture a new generation of professionals who are tech-enabled, purpose-driven, and passionate about helping others achieve financial freedom.Role DescriptionThis is a full-time hybrid role based in Petaling Jaya.As an AI Wealth Planning Associate, you will learn how to design personalized wealth strategies and guide clients through their financial journeys — supported by our advanced AI planning platform.You will:Work closely with clients to understand their goals and financial prioritiesUse AI-powered tools to create data-driven, personalized wealth plansLearn holistic financial advisory, from protection to investment strategiesAnalyze financial data to support better planning and decision-makingCollaborate with senior mentors to develop your career path in financial advisoryThis is more than a job — it’s a career launchpad that combines mentorship, technology, and purpose.QualificationsBachelor’s degree in Finance, Accounting, Economics, Risk Management, Business, or related fieldsStrong analytical and problem-solving skillsExcellent communication and interpersonal skillsPassionate about personal development and continuous learningFresh graduates are encouraged to applyWhy Join Promiseland?✅ AI-driven planning software & training provided✅ Structured mentorship and career progression pathway✅ Hybrid working arrangement✅ Purposeful work that creates real impact✅ Supportive, growth-minded cultureIf you’re curious, driven, and eager to grow in the world of wealth planning,this is your chance to build a meaningful career that blends human connection with technology.✨ Apply now and start learning smart.#AIWealthPlanning #FinancialAdvisory #CareerGrowth #HybridWork #FreshGraduatesWelcome #PromiselandAdvisory #FutureOfFinance #LearnSmartGrowSmart
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