Financial Adviser

1 day ago

Kuala Lumpur, Kuala Lumpur, Malaysia VKA Wealth Planners Full time 60,000 - 120,000 per year

Company Description

VKA Wealth Planners is Malaysia's premier financial planning firm, providing value-added services to individuals and businesses since 2003. Licensed by the Securities Commission Malaysia and approved by Bank Negara Malaysia, the firm is committed to enhancing financial literacy and enabling clients to effectively manage their personal finances. VKA has grown significantly, now operating offices in several states, with its headquarters in Puchong, Selangor. The firm established the VKA Academy in 2017 to provide advanced training programs for wealth and finance management. VKA has received prestigious accolades, such as the SME Platinum Business Awards, Malaysia Digital HRD Certified Triner etc, reflecting its dedication to quality and client-centered services.

Role Description

This is a full-time on-site position for a Financial Advisor. The Financial Advisor will be responsible for providing comprehensive financial planning and advisory services to clients, including assessing financial goals, developing strategies, and assisting with investments and retirement planning. Additional responsibilities include staying informed about financial market trends and maintaining strong client relationships to ensure their financial well-being.

Qualifications

  • Proficiency in Financial Planning and Financial Advisory services to provide personalized recommendations and solutions.
  • Strong skills in Finance and Investments for analyzing market trends and creating investment strategies.
  • Experience in Retirement Planning to guide clients in securing their financial future.
  • Excellent communication and interpersonal skills for building and maintaining client relationships.
  • Relevant certifications such as RFP/SRFP/CFP or other financial planning qualifications are an advantage.
  • Self-motivated, detail-oriented, with a strong aptitude for problem-solving and decision-making.
  • Familiarity with Malaysian financial regulations and compliance guidelines is a plus.

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