Financial Planning Specialist
5 days ago
The ideal candidate will deliver personalized investment solutions to help clients achieve their long-term financial goals. They should be comfortable creating comprehensive financial plans and meticulously cross-checking work to ensure complete accuracy of information.
Key Responsibilities:- Provide expert financial planning support to clients
- Collaborate with investment professionals to cultivate strong client relationships
- Develop and review detailed financial plans, ensuring utmost accuracy and precision
- Bachelor's degree in Finance or a related field
- Strong understanding of the investment business, including market trends and regulations
- Exceptional interpersonal skills, with the ability to communicate complex financial concepts effectively
Financial advisors typically earn a competitive mix of base salary and commission. Some may work purely on commission, while others receive a salary plus performance-based bonuses.
Average Annual Salary (Estimates):- Entry-Level: RM50,000 – RM70,000/year
- Mid-Level (3-7 years): RM80,000 – RM150,000/year
- Senior-Level (10+ years): RM150,000 – RM300,000/year
- Top Performers: RM500,000+
Entry level
Employment Type:Full-time
Job Function:Finance and Sales
Industries:Insurance
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