Professional Islamic Financial Advisors

2 weeks ago

Kuala Lumpur, Malaysia D LUX ARCHETYPE Full time

Job Title: Junior Financial Advisor

Location: Kuala Lumpur / Selangor

Company: D LUX ARCHETYPE

About Us:
D LUX ARCHETYPE is a leading financial advisory firm dedicated to providing personalized wealth management solutions to our clients. With a focus on integrity, expertise, and innovation, we strive to empower individuals and families to achieve their financial goals and secure their financial future.

**Job Description**:
As a Junior Financial Advisor at D LUX ARCHETYPE, you will play a key role in supporting our senior advisors and assisting clients in navigating the complexities of financial planning and investment management. This position offers an excellent opportunity to gain hands-on experience in the financial services industry while working closely with seasoned professionals.

Key Responsibilities:
1. Client Support: Provide exceptional service and give advise to clients by assisting with account opening, account maintenance, and addressing inquiries or concerns promptly and accurately.

2. Financial Analysis: Conduct thorough financial analysis and research to support the development of comprehensive financial plans for clients, including retirement planning, investment strategies, and risk management.

3. Portfolio Management: Assist in the management of client portfolios by conducting performance reviews, asset allocation analysis, and recommending appropriate investment strategies based on clients' risk tolerance and financial objectives.

4. Market Research: Stay abreast of market trends, economic indicators, and regulatory changes to provide informed recommendations to clients.

5. Administrative Support: Handle administrative tasks such as preparing client reports, scheduling meetings, and maintaining client records with a high level of accuracy and confidentiality.

6. Collaboration: Collaborate effectively with senior advisors, portfolio managers, and other team members to deliver holistic financial solutions that meet clients' needs and their financial objectives.

Qualifications:

- Coachable and have a strong desire to succeed
- Diploma or Bachelor's degree in Finance, Economics, Business Administration, or related field.
- Strong analytical skills with a keen attention to detail.
- Excellent communication and interpersonal skills.
- Proficiency in financial software and Microsoft Office Suite.
- Ability to prioritize tasks and work effectively in a fast-paced environment.
- Relevant internships or work experience in financial services is preferred but not required.

**Benefits**:

- Competitive salary commensurate with experience.
- Comprehensive benefits package including health insurance, retirement savings plan, and gratuity bonus.
- Opportunities for exponential professional development and advancement within the company.
- A supportive and collaborative work environment with a focus on work-life balance.

**Job Types**: Full-time, Part-time, Freelance, Internship, Fresh graduate
Contract length: 18 months

Pay: RM2,500.00 - RM7,500.00 per month

Expected hours: 40 - 50 per week

**Benefits**:

- Additional leave
- Flexible schedule
- Health insurance
- Maternity leave
- Opportunities for promotion
- Parental leave
- Professional development

Schedule:

- Monday to Friday

Supplemental pay types:

- Commission pay
- Performance bonus
- Yearly bonus

Ability to commute/relocate:

- Kuala Lumpur: Reliably commute or planning to relocate before starting work (preferred)

Application Question(s):

- What is your desired income ?

**Education**:

- STM/STPM (preferred)

**Language**:

- Bahasa (preferred)
- English (preferred)

License/Certification:

- Takaful Basic Examination Certificate? (preferred)

Willingness to travel:

- 50% (preferred)

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