全职 Financial Advisor 工作, 薪水, AIA Bee Malaysia Selangor 公司招聘中 - Ricebowl

Company Description Wild Asia Sdn. Bhd., founded in 2003 in Malaysia, is a social enterprise focused on advancing sustainable development through better social and environmental practices. The organization works closely with businesses that have direct impacts on communities and natural landscapes, helping them meet and exceed global sustainability standards. Wild Asia promotes change from within industries by offering practical, ground-level solutions that support responsible production of commodities. Team members collaborate across sectors to address complex sustainability challenges and create innovative approaches that benefit both people and the environment.
Role Description This is a full-time, on-site Financial Advisor role based in WP. Kuala Lumpur. The Financial Advisor will provide comprehensive financial guidance to clients, including assessing their financial situations, defining goals, and developing tailored financial plans. Day-to-day responsibilities include advising on investments and retirement planning options, explaining financial products and strategies, and monitoring client portfolios to recommend adjustments as needed. The role also involves preparing financial reports, maintaining accurate client records, and ensuring compliance with relevant regulations and internal policies. The Financial Advisor will collaborate with internal teams to align advisory services with Wild Asia’s mission and support long-term financial sustainability for clients.
Qualifications

• Candidates should possess strong skills in Financial Planning and Financial Advisory.
• Candidates should possess solid knowledge and practical experience in Finance and Investments.
• Candidates should possess expertise in Retirement Planning and related long-term financial strategies.
• Candidates should possess excellent analytical, numerical, and problem-solving skills.
• Candidates should possess strong communication and interpersonal skills to explain complex concepts clearly.
• Relevant academic background in Finance, Accounting, Economics, Business, or a related field is preferred.
• Professional certifications (e.g., CFP, CFA, or equivalent) are an advantage.
• Ability to work ethically, maintain confidentiality, and comply with regulatory requirements.