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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Ensure seamless end-to-end credit assessment process for customers across global shipping and other divisions operations; ensure full compliance to internal policies and relevant regulations.
Strong business acumen with good appreciation to translate relevant to market trends, regulatory developments, and business strategy into forward-looking credit risk mitigation actions to balance growth objectives with prudent risk appetite to support sustainable business outcomes.
Develop and mentor a global team of credit analysts with ability to build new highly competent team for future new scope transition.
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Human Resources Management
Payroll Processing
Administrative Support
Office Management
Recruitment
Employee Relations
Record Keeping
Organizational Skills
Time Management
Communication Skills
Human Resources (HR)
Employee Relations
Recruitment/Talent Acquisition
Performance Management
HR Policies and Procedures
Compensation and Benefits
Training and Development
Human Resources (HR)
Employee Relations
Recruitment/Talent Acquisition
Performance Management
HR Policies and Procedures
Compensation and Benefits
Training and Development
Human Resources (HR)
Employee Relations
Recruitment/Talent Acquisition
Performance Management
HR Policies and Procedures
Compensation and Benefits
Training and Development
Human Resources (HR)
Employee Relations
Recruitment/Talent Acquisition
Performance Management
HR Policies and Procedures
Compensation and Benefits
Training and Development
Executive & Account Support: Serve as the primary administrative point of contact for the Senior Account Manager, managing calendars, scheduling client check-ins, and preparing meeting agendas.
Client Documentation & Reporting: Draft meeting minutes, update client profiles, build weekly status reports, and prepare polished pitch decks and renewal presentations.
CRM & Record Maintenance: Ensure accurate, up-to-date account records in the CRM, tracking contract statuses, key milestones, and ongoing client requests.
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Executive & Account Support: Serve as the primary administrative point of contact for the Senior Account Manager, managing calendars, scheduling client check-ins, and preparing meeting agendas.
Client Documentation & Reporting: Draft meeting minutes, update client profiles, build weekly status reports, and prepare polished pitch decks and renewal presentations.
CRM & Record Maintenance: Ensure accurate, up-to-date account records in the CRM, tracking contract statuses, key milestones, and ongoing client requests.
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Support the implementation and continuous improvement of IT Project Management Office (PMO) governance, policies, standards, and Standard Operating Procedures (SOP).
Manage and govern the overall projects assigned to ensure compliance with project management methodology, SDLC, and approval processes.
Prepare project status reports, management dashboards, executive presentations, and management papers for senior management.
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Accelerated Career Growth: As a Management Trainee, you'll be part of our Succession Plan, with a clear pathway to managerial roles based on your performance and available opportunities within the Group.
Structured 18-Month Training: Rotate through all key departments, gain a holistic understanding of our business, and build your expertise.
Hands-On Experience: Develop essential management skills and practical knowledge in your chosen field.
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Coordinate project kick-offs by aligning client requirements, project objectives, deliverables and timelines with internal teams so that every project starts with clear direction.
Document meeting discussions, project requirements, decisions and action items into structured briefs, meeting minutes and implementation plans so that every stakeholder works from the same information.
Plan project timelines by organising milestones, dependencies, task ownership and delivery schedules so that work is prioritised and executed in sequence.
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Manage and monitor customer complaints received through multiple channels including call centre, email, social media, dealer network, and regulatory bodies.
Ensure all complaints are properly logged, categorized, and tracked in the CRM system with complete documentation and case history.
Handle complex, high-impact, and sensitive complaints that may involve reputational risk, regulatory matters, or potential legal escalation.
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