Financial Planner

Job Description

Job Description

• Conduct comprehensive financial assessments of clients to determine their financial goals, risk tolerance, and investment preferences.
• Gather information on clients’ income, expenses, assets, and liabilities to create a detailed financial profile.
• Develop personalized financial plans that align with clients’ short-term and long-term financial objectives.
• Create strategies for wealth accumulation, retirement planning, tax optimization, and estate planning.
• Provide guidance on investment allocation and asset allocation to achieve financial goals.
• Recommend suitable investment products and strategies based on clients’ risk tolerance and financial objectives.
• Monitor and adjust investment portfolios as market conditions and client needs change.
• Stay informed about financial markets, investment trends, and tax regulations.
• Evaluate and address risks associated with clients’ financial plans and investments.
• Assist clients in developing estate plans, including wills, trusts, and beneficiary designations.
• Optimize estate plans to minimize estate taxes and ensure the smooth transfer of assets to heirs.
• Educate clients about financial concepts, investment options, and the importance of long-term financial planning.
• Provide ongoing financial education and updates to keep clients informed.
• Build and maintain strong, long-term client relationships based on trust, integrity, and transparency.
• Conduct regular client reviews to track progress toward financial goals and make necessary adjustments.

Job Requirement

• Candidates must possess at least Diploma, Advanced/Higher/Graduate Diploma, Bachelor’s Degree in any field. Fresh graduates are welcome to apply.
• Candidates with no experience are welcome to apply, as training is provided.
• Skills required : Communication skills, Team player.
• Required language(s): Bahasa Malaysia, English. Prefer Mandarin.
• Personal goal oriented, motivated, disciplined with an entrepreneur’s mindset.
• Relevant financial planning and investment management experience.
• Analytical and problem-solving abilities.
• Attention to detail and strong organizational skills.
• Ability to work independently and as part of a team.