Job Opportunities in Malaysia

Key Responsibilities:
CLIENT ASSESSMENT:
➢ Meet with clients to evaluate their financial status, goals, and risk tolerance.
➢ Collect and analyze financial information, including income, expenses, assets, and liabilities.
FINANCIAL PLANNING:
➢ Develop comprehensive financial plans tailored to individual client needs.
➢ Identify financial goals and objectives, such as retirement planning, education funding, or wealth accumulation.
➢ Create strategies to achieve these goals, considering investment options, insurance, and tax implications.
INVESTMENT GUIDANCE:
➢ Recommend investment products and portfolios that align with clients' risk tolerance and objectives.
➢ Monitor and review investment portfolios regularly, making adjustments as needed.
➢ Stay up-to-date with market trends and financial products to provide informed investment advice.
RISK MANAGEMENT:
➢ Evaluate insurance needs and provide recommendations for life, health, disability, and other insurance products.
➢ Assess and mitigate risks associated with clients' financial situations.
TAX PLANNING:
➢ Advise clients on tax-efficient strategies to minimize tax liability.
➢ Stay informed about changing tax laws and regulations that may affect clients.
RETIREMENT PLANNING:
➢ Assist clients in planning for retirement, including estimating retirement income needs and optimizing retirement account contributions.
EDUCATION AND COMMUNICATION:
➢ Educate clients about financial concepts and investment strategies.
➢ Provide clear explanations of financial plans, investments, and risk factors.
➢ Maintain open and effective communication with clients to address questions, concerns, and updates.
COMPLIANCE:
➢ Adhere to regulatory and compliance guidelines to ensure ethical and legal conduct.
➢ Keep accurate records of client interactions and financial transactions.
INVESTMENT PLANNING:
➢ Develop customized investment strategies based on clients' objectives, risk tolerance, and time horizons. Monitor and adjust investment portfolios as needed.
RETIREMENT PLANNING:
➢ Assist clients in creating retirement plans, including identifying income sources, estimating expenses, and recommending suitable retirement accounts and strategies.
EDUCATION PLANNING:
➢ Help clients save and invest for their children's or their own education expenses, offering insights into college savings plans and other relevant options.
PROTECTION AND RISK MANAGEMENT PLANNING:
➢ Evaluate clients' insurance needs and provide recommendations for life, health, disability, and other insurance policies to protect against unexpected events.
LEGACY PLANNING:
➢ Advise clients on estate planning, including wills, trusts, and inheritance strategies to ensure the efficient transfer of assets to the next generation.
➢ all products and services offered by the company are governed under Shariah Law Compliance
Qualifications and Requirements:
❖ Bachelor's degree or diploma in finance, economics, business, or a related field.
❖ Strong knowledge of financial markets, investment products, and tax regulations.
❖ Excellent analytical, problem-solving, and mathematical skills.
❖ Effective communication and interpersonal skills to build and maintain client relationships.
❖ A high level of ethical conduct and integrity.
❖ Proficiency in financial planning software and tools.
❖ A client-centric approach with a focus on delivering tailored financial solutions.
Job Types: Full-time, Permanent, Freelance, Fresh graduate
Pay: RM1,500.00 - RM6,000.00 per month
Benefits:

• Additional leave
• Cell phone reimbursement
• Company car
• Dental insurance
• Flexible schedule
• Free parking
• Health insurance
• Maternity leave
• Meal allowance
• Meal provided
• Opportunities for promotion
• Parental leave
• Professional development
• Vision insurance
• Work from home

Schedule:

• Afternoon shift
• Day shift
• Early shift
• Evening shift
• Fixed shift
• Holidays
• Monday to Friday
• Night shift
• On call
• Rotational shift
• Weekend jobs

Supplemental Pay:

• Attendance bonus
• Commission pay
• Overtime pay
• Performance bonus
• Retention bonus
• Signing bonus
• Tips
• Yearly bonus

Education:

• Diploma/Advanced Diploma (Preferred)