AG Wealth Advisory is looking for motivated fresh graduates and career switchers who want to build a professional career in financial services, client advisory and business development. Structured training, practical guidance and personal mentoring are provided.Learn how to understand clients' financial protection needs.Introduce suitable financial protection solutions with guidance.Arrange appointments and participate in client consultations.Build and maintain long-term client relationships.Follow up with prospective and existing clients.Provide professional after-sales support.Develop communication, presentation, sales and business-development skills.Work towards agreed activity and performance targets.Progress towards senior advisory or leadership responsibilities based on performance.This is a client-facing financial-services role involving prospecting, consultations, relationship management and performance targets. It is not a desk-based administrative position. Potential monthly income is RM2,000-RM5,000 depending on eligibility and individual performance. Actual income may vary and is not guaranteed. The full income structure will be explained transparently during the interview.
AG Wealth Advisory is looking for motivated fresh graduates and career switchers who want to build a professional career in financial services, client advisory and business development. Structured training, practical guidance and personal mentoring are provided.
Learn how to understand clients' financial protection needs.
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Performing day-to-day financial transactions including verifying, cross-checking, and matching records pertaining to Accounts Receivable (AR) such as daily collections, e-wallets, and credit cards.
Liaising and communicating with stores on discrepancies, if any, to ensure accuracy in financial records.
Filing of documents including POS receipts and general clerical work to maintain organized and efficient records.
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Times Management
Good Communication
Microsoft Excel
Basic Accounting
Data Entry & Record Management
Reconciliation & Problem-Solving Skills
Responsible And Able To Handle Confidential Information
Prepare full sets of accounts, handling & monitoring on account payable and account receivable & collections.
Responsible for daily accounting duties and ensuring accounting records and systems comply with the Company’s policies, accounting standard systems comply with Company’s policies, accounting standard procedures and related statutory and tax requirements.
Manage daily bank balance / cash flow position and fund placement.
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Bookkeeping
Data Entry
Accounts Payable
Accounts Receivable
Financial Reporting
Attention to Detail
Communication Skills
Time Management
Problem Solving
Teamwork
Microsoft Excel
QuickBooks
Client Relationship Management
Financial Reporting
Tax Preparation
Audit Support
Bookkeeping
Budgeting
Communication Skills
Problem Solving
Time Management
Attention to Detail
Team Collaboration
Negotiation Skills
Financial & Cost Accounting: Maintain accurate full-set financial records and ledgers; manage regular month-end and year-end closing procedures; track and analyse manufacturing production costs and product margins.
Inventory Control & Operations: Verify incoming raw materials against delivery documentation and purchase orders; assist with outgoing logistics documentation and regular customer invoicing. Coordinate routine physical stock takes to ensure system records mirror workshop floor balances.
Treasury & Day-to-Day Administration: Manage standard Accounts Payable and Accounts Receivable workflows, tracking vendor statements and monitoring customer collections. Prepare routine management reports and cash flow forecasts to assist with operational planning.
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