Professional Islamic Financial Advisors
5 months ago
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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