Wealth Planner

2 weeks ago

Kuala Lumpur, Malaysia Kaizen Wealth Academy Full time

*Job Title: Wealth Planner** As a Wealth Planner, you will play a crucial role in helping clients achieve their financial goals through personalized wealth management strategies. Your primary responsibility will be to assess clients’ financial situations, develop comprehensive plans, and provide ongoing guidance. **Key Responsibilities**: 1. **Client Assessment**: Evaluate clients' financial status, including assets, liabilities, income, and expenses to understand their financial needs and goals. 2. **Financial Planning**: Create tailored wealth management plans that include investment strategies, tax planning, retirement planning, and estate planning. 3. **Investment Management**: Recommend and monitor investment portfolios to align with clients’ risk tolerance and financial objectives. 4. **Ongoing Relationship Management**: Maintain regular contact with clients to review their financial plans, make adjustments as needed, and address any concerns. 5. **Market Research**: Stay updated on financial markets, investment products, and regulatory changes to provide informed advice. 6. **Education and Communication**: Educate clients about financial concepts, strategies, and potential risks, ensuring they understand their options. 7. **Collaboration**: Work closely with other financial professionals, such as accountants and attorneys, to ensure a holistic approach to wealth management. 8. **Compliance and Ethics**: Adhere to industry regulations and ethical standards to protect clients’ interests and maintain confidentiality.

**Job Types**: Full-time, Part-time, Fresh graduate

Pay: RM2,000.00 - RM8,000.00 per month

**Benefits**:

- Opportunities for promotion
- Professional development

Supplemental Pay:

- Commission pay
- Performance bonus
- Yearly bonus

**Education**:

- Diploma/Advanced Diploma (preferred)

**Language**:

- Bahasa (preferred)

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