全职 Wealth planner 工作, 薪水, Legally Insured Selangor 公司招聘中 - Ricebowl

Location: Selangor
Employment Type: Full-time

Legally Insured is seeking a motivated and professional Wealth Planner to join our growing team in Selangor.

As a Wealth Planner, you will play an important role in helping individuals, families and business owners make better financial decisions through personalised wealth planning, protection strategies and legacy solutions.

This role is ideal for individuals who are passionate about financial planning, building meaningful client relationships and developing themselves into future leaders within the financial services industry.

• Conduct financial reviews to understand clients' goals, needs and financial priorities.

• Develop personalised financial strategies covering wealth accumulation, protection and legacy planning.

• Advise clients on solutions including investment planning, retirement planning, medical protection, income protection and estate planning.

• Build and maintain long-term client relationships through regular reviews and ongoing support.

• Educate clients on financial concepts and help them make informed financial decisions.

• Prepare clear and professional financial recommendations.

• Stay updated on financial trends, industry developments and regulatory requirements.

• Collaborate with other professionals to provide holistic financial solutions.

• Maintain high standards of professionalism, ethics and compliance.

• Experience in financial services, insurance, banking or related industries is preferred.

• Strong communication and relationship-building skills.

• Client-focused, ethical and professional.

• Self-driven with a willingness to learn and grow.

• Ability to explain financial concepts clearly and simply.

• Strong interest in building a long-term career in wealth planning and financial services.

At Legally Insured, we believe in developing professionals and future leaders, not just hiring employees.

We provide:

Transition into the financial planning industry with dedicated support schemes designed to provide stability while you build your client portfolio and develop your career.

Gain access to structured training programmes, industry knowledge and professional development opportunities to strengthen your expertise in wealth planning, risk management and financial advisory.

Top performers will have opportunities to participate in fully sponsored incentive trips, international conferences and exclusive industry experiences.

Follow a clear, merit-based career progression pathway with opportunities to develop into leadership roles, including Agency Manager positions and potential profit-sharing opportunities.

Work alongside experienced financial professionals in a collaborative environment that values integrity, continuous improvement and personal growth.

Legally Insured is a forward-thinking financial services company dedicated to helping individuals, families and businesses build wealth, protect their future and create lasting legacies.

Our expertise covers:

• Wealth Planning

• Risk Management

• Medical Protection

• Retirement Planning

• Estate & Legacy Planning

• Business Protection

We believe financial advice should be built on trust, education and putting clients' interests first.

Our mission is simple:

Helping people build wealth, protect what matters and leave a lasting legacy.

If you are passionate about financial planning and looking for an opportunity to grow with a team that values professionalism, purpose and leadership, we would love to hear from you.

Please submit your CV together with a brief introduction about yourself and your career aspirations.