Financial Planning Specialist

1 week ago


Klang, Selangor, Malaysia Whitman Independent Advisors Sdn Bhd Full time

We are seeking a highly skilled Financial Planning Specialist to join our team at Whitman Independent Advisors Sdn Bhd. As a key member of our wealth management team, you will be responsible for generating relevant reports, statistics, and data using designated financial tools and systems.

You will assist our advisors in preparing the financial plan, ensuring timely and accurate completion of reports for both internal and external purposes. Additionally, you will handle day-to-day investment related transactions in a timely and accurate manner, and coordinate matters relating to internal and external parties such as financial advisors, vendors, and more.

Required Skills and Qualifications
  • Bachelor's Degree/Professional Degree in Business Admin/Accounting/Finance/Financial Planning
  • 1-2 years working experience in financial services industry (advantageous)
  • Fresh graduates are encouraged to apply
  • Proficient in Microsoft Office applications especially Word & Excel


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