Financial Advisor

2 days ago

Kuala Lumpur, Malaysia Wealth Vantage Advisory Sdn. Bhd. Full time

1. Financial Advisory service:

- Client Management
- Case Management
- Activity Management

a) Attend all meetings with Clients / Leads together with Senior Advisor.
b) Assist Senior Advisor in all administrative related tasks e.g instruction order, client database update and liaising with back office (Planning & Solutions / Sales Admin) for outstanding items.
c) Assist in Financial Planning related tasks e.g. fact finding, handover, meeting minutes.
d) Salaried Advisors will not practice independently until they complete the 1st 2 years of their service.

**Professional Qualifications**:
Financial Planning related qualifications: Certified Financial Planner (CFP), Islamic Financial Planner (IFP),
Registered Financial Planner (RFP), Shariah Registered Financial Planner (Shariah RFP)

**Academic Qualifications**:
1. Bachelor’s Degree or equivalent which is accepted for Financial Planning professional qualification

**Residence Location**:Klang Valley **Years of Experience**:2 years and above

**Skills / Competencies**:
1 Competency in English

2 Knowledge of Microsoft Office, Google Workspace (eg. Gmail, Google Drive, Google Sheets)

3 Competency in follow-ups and follow-through on cases / progress / activity updates

4 Ability to adapt and grow in a competitive environment

**Job Types**: Full-time, Permanent

**Salary**: RM4,000.00 - RM5,000.00 per month

**Benefits**:

- Flexible schedule
- Health insurance
- Maternity leave
- Opportunities for promotion
- Professional development

Schedule:

- Monday to Friday

Supplemental pay types:

- Commission pay
- Performance bonus
- Yearly bonus

Application Question(s):

- Do you have any certificated ? eg : IFP, CFP, sRFP, RFP

**Education**:

- Bachelor's (preferred)

**Language**:

- English (preferred)

Willingness to travel:

- 75% (preferred)

**Salary**: RM4,000.00 - RM8,720.25 per month

**Benefits**:

- Professional development

Schedule:

- Day shift

Supplemental pay types:

- Commission pay

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