全职 Financial Planner 工作, 薪水 up to MYR 3,500, MY Wishes Integrated Services WP Kuala Lumpur 公司招聘中 - Ricebowl

About the role

As a Financial Planner, you will be responsible for providing comprehensive financial planning services to our clients. This full-time role is located in the heart of Kuala Lumpur City Centre and offers the opportunity to be part of a dynamic team at My Wishes Integrated Services'.

What we're looking for

• Minimum 3 years of experience as a Financial Planner or similar role in the financial services industry

• Strong understanding of financial planning concepts, investment strategies, and insurance products

• Excellent communication and interpersonal skills, with the ability to translate complex financial information into easy-to-understand advice

• Proven track record of building long-term relationships with clients and providing exceptional customer service

• Ability to work independently and as part of a team, with a focus on achieving results

• Relevant financial planning certifications or qualifications (e.g. CFP, ChFC) would be highly advantageous

What you'll be doing

• Conducting in-depth client assessments to understand their financial goals, risk tolerance, and investment preferences

• Developing tailored financial plans that address clients' short-term and long-term financial needs

• Recommending appropriate investment and insurance products to help clients achieve their financial objectives

• Monitoring and reviewing clients' financial plans regularly, making adjustments as needed

• Providing ongoing financial advice and support to clients, ensuring they feel confident in their financial decisions

• Maintaining detailed records and documentation for all client interactions

• Continuously staying up-to-date with industry regulations, trends, and best practices

• performance-based bonuses
• comprehensive benefits package
• Generous retirement contributions
• Health and wellness programs
• Opportunities for professional development and career advancement
• Flexible work arrangements and work-life balance initiatives
• A collaborative and inclusive work environment