Personal Financial Advisor

2 days ago

Bangsar Kuala Lumpur, Malaysia Warhamna Group Full time 90,000 - 120,000 per year

About the role

As a Part Time Personal Financial Advisor at Warhamna Group, you will be responsible for providing comprehensive financial planning and advisory services to our valued clients. This is a part-time position based in our Bangsar, Kuala Lumpur office, offering the flexibility to balance your existing commitments while contributing to the growth and success of our financial services business.

What you'll be doing

  1. Conduct detailed financial assessments to understand clients' financial goals, risk profiles, and investment objectives
  2. Develop personalised financial plans and investment strategies tailored to each client's unique circumstances
  3. Provide expert guidance on a wide range of financial products, including insurance, investments, retirement planning, wealth management, estate planning including faraid, hibah and will.
  4. Maintain strong client relationships by providing ongoing support, monitoring progress, and making adjustments as needed
  5. Collaborate with the broader Warhamna Group team to ensure seamless client service and the achievement of business objectives
  6. Stay up-to-date with industry regulations, trends, and best practices to deliver the highest level of financial advisory services

What we're looking for

  1. Strong knowledge of financial products, investment strategies, and wealth management solutions
  2. Excellent communication and interpersonal skills with the ability to build trust and rapport with clients
  3. Critical thinking and problem-solving skills to identify client needs and provide customised solutions
  4. Commitment to ongoing professional development and maintaining relevant industry certifications
  5. Possess leadership skill and be able to work well in a team.

What we offer

At Warhamna Group, we are dedicated to creating a supportive and rewarding work environment for our employees. As a part-time Personal Financial Advisor, you will enjoy a competitive remuneration package, flexible working arrangements, and opportunities for professional development. Our comprehensive benefits include:

  1. Competitive commission-based compensation structure + Basic Incentive from RM RM 7500
  2. Flexible work schedules to accommodate your personal commitments
  3. Ongoing training and mentorship to enhance your financial advisory skill
  4. Opportunities for career advancement within the Warhamna Group
  5. Free Oversea Incentive Trips

About us

Warhamna Group is a leading financial services provider in Malaysia, with a strong focus on delivering innovative solutions and exceptional client service. Our mission is to empower individuals and businesses to achieve their financial goals through personalized guidance and tailored strategies. Backed by a team of experienced professionals and a commitment to ethical practices, we are dedicated to becoming the preferred financial partner for our clients.

Apply now to join our dynamic team as a Part Time Personal Financial Advisor and take the first step towards a rewarding career in the financial services industry.

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