全职 Wealth Planner 工作, 薪水, TRU Legacy Malaysia Sdn. Bhd. Selangor 公司招聘中 - Ricebowl

Company Description TRU Legacy Malaysia Sdn. Bhd. is a Malaysian company specializing in the insurance and financial planning industry, serving a diverse range of individual and corporate clients. The organization focuses on helping clients protect and grow their wealth through structured financial solutions and risk management strategies. Team members work with modern tools and industry best practices to deliver responsible, client-centered advice. The company offers opportunities to develop expertise in financial planning and insurance while contributing to clients’ long-term financial security.

Role Description The Wealth Planner is a full-time, hybrid role based in Petaling Jaya, with a combination of in-office work and some work-from-home flexibility. Day-to-day responsibilities include meeting with clients to assess their financial goals, analyzing their current financial situation, and developing tailored wealth and protection plans. The role involves recommending appropriate insurance products, investment options, and financial strategies, as well as preparing proposals, reports, and documentation. The Wealth Planner will maintain ongoing client relationships, review and update plans regularly, and ensure compliance with relevant regulations and company policies. Collaboration with internal teams and participation in training, workshops, and business development activities are also part of this role.

Qualifications

• Strong financial planning skills, including the ability to assess client needs and design comprehensive financial strategies.
• Knowledge of investment management and investments to construct and review client portfolios aligned with risk profiles and objectives.
• Solid understanding of finance principles to interpret financial data, prepare projections, and support sound recommendations.
• Expertise in insurance products and risk management to provide suitable coverage and protection strategies for clients.
• Relevant academic background in Finance, Economics, Accounting, Business, or a related field; professional certifications in financial planning or wealth management are an advantage.
• Strong analytical, problem-solving, and numerical skills, with attention to detail and accuracy.
• Effective communication and interpersonal skills to explain complex concepts clearly and build long-term client relationships.
• High level of integrity, professionalism, and adherence to regulatory and ethical standards.
• Ability to work both independently and collaboratively in a hybrid environment, with good time management and organizational skills.