Wealth & Risk Consultant
3 days ago
WE Team WP. Kuala Lumpur, Federal Territory of Kuala Lumpur, Malaysia
Business Partner Coaching | Future Leader Builder | Certified Financial Planner | MDRTCompany Description
WE Team is a premier boutique financial agency in Kuala Lumpur, Malaysia. Rooted in wisdom and ethical professionalism, we specialize in insurance, unit trust, and holistic financial solutions. Our client-centric approach ensures tailored strategies that protect, grow, and secure financial futures with clarity and confidence. WE is dedicated to developing future financial leaders and equipping them with industry-leading knowledge and proven strategies.
Role Description
This is a full-time hybrid role for a Wealth & Risk Consultant at WE Team. The consultant will be responsible for analyzing financial data, providing enterprise risk management solutions, offering consulting services, and maintaining strong communication with clients. While the role is based in Kuala Lumpur, some work from home flexibility is acceptable.
Qualifications
- Experience in Enterprise Risk Management and Consulting
- Ability to work independently and collaboratively
- Knowledge of financial planning and investment strategies
- SPM/STPM Certification
- Professional certifications such as CFA or CFP are a plus
- Entry level
- Full-time
- Finance and Sales
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