Bachelor’s Degree in Accounting, Finance, ACCA, CIMA or equivalent professional qualification.
Minimum 6 - 8 years of relevant accounting experience, preferably within insurance broking, insurance, financial services or professional services environment.
Strong knowledge of accounting standards, taxation and financial reporting requirements in Malaysia.
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Assist advisors in preparing client-facing materials for financial, retirement, and estate planning meetings.
Support client follow-ups, schedule appointments, and maintain clear records of conversations and action items.
Gather and analyse basic financial data to help build personalised plans across income protection, healthcare, savings, investments, and education planning.
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