Financial Planning Specialist

5 days ago


Johor Bahru, Johor, Malaysia AIA Malaysia Full time
Job Description:

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
Requirements:
  • 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
Salary Structure:

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+
Seniority Level:

Entry level

Employment Type:

Full-time

Job Function:

Finance and Sales

Industries:

Insurance



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