Financial Planner

2 weeks ago


Seremban, Malaysia LNM Wealth Advisory Sdn Bhd Full time

Prefer Mandarin Speaking Benefits: 1) Accomodation 2) Trip 3) Training 4) Meals Allowance Financial planners assist people dealing with various personal financial issues. They are specialised in financial planning, such as retirement planning, investment planning, risk management and insurance planning, and tax planning. They advise a strategy tailored to the client's needs. They ensure the accuracy of bank and other financial records while maintaining a customer-orientated approach and following ethical standards.
Our founder Dr J Lo, a passionate lady holding professional qualification of Certified Financial Planning, Registered Financial Planning and Syariah Registered Financial Planning. She have career achievements: 1) Million Dollar Round Table lifetime membership since 2007-2021, with 3 times Court Of Table. 2) Youngest leader recorded. 3) Ten Outstanding Young in Malaysia endorsed by Junior Chamber International. 1st lady from Financial service line of Malaysia. 4) 1st Position in general insurance business in state level. LNM Wealth Advisory Sdn Bhd was establishes in year 2014, providing one stop financial planning services included life insurance, general insurance, wills& trust, pre-planning, unit trust and etc. Our slogan: We are Complete You Life Goal
Bachelor's or Equivalent



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