全职 Wealth Planner 工作, 薪水, MWMC Wealth Planners Federal Territory 公司招聘中 - Ricebowl

Company Description

MWMC Wealth Planners provides comprehensive wealth planning services to help individuals and businesses achieve financial security and sustainable growth.

Role Description

This is a contract Wealth Planner role based in WP. Kuala Lumpur with a hybrid work arrangement that combines on-site client engagement with some work-from-home flexibility. The Wealth Planner will meet with clients to understand their financial goals, analyze their current financial position, and propose suitable financial strategies and solutions. Daily responsibilities include preparing financial plans, reviewing investment and insurance portfolios, and presenting recommendations in a clear, compliant, and client-focused manner.

Qualifications

• Strong foundation in Financial Planning and Finance, with the ability to analyze client needs and design comprehensive strategies.
• Relevant professional certifications or a degree in Finance, Economics, Accounting, or related field.
• Excellent communication, relationship-building, and presentation skills, with the ability to explain complex concepts in clear, accessible language.
• Strong analytical, organizational, and time-management skills, with the ability to manage multiple clients and deadlines.
• Comfort working in a hybrid environment and using digital tools for client meetings, documentation, and portfolio reviews.