Financial Consultant

7 days ago

Putrajaya Putrajaya Federal Territory, Malaysia SunLife Takaful Full time

Company Description

Caliph Group is a dynamic company committed to empowering individuals and businesses through innovative financial solutions, leadership development, and community-focused initiatives. We specialize in Takaful services, personal and team development, and entrepreneurial growth. Our mission is to inspire and support Malaysians toward financial independence and social responsibility. The team is driven by values such as integrity, excellence, and compassion, offering a platform for financial protection, career growth, and personal development.

Role Description

This is a full-time hybrid role for a Financial Consultant located in Putrajaya, with some work-from-home flexibility. The Financial Consultant will be responsible for providing personalized financial planning and investment advice to clients, conducting thorough financial analyses, and assisting clients in retirement planning. Other day-to-day tasks include meeting with clients, understanding their financial goals, and recommending appropriate financial products and strategies.

Qualifications

  • Proficiency in Financial Planning, Retirement Planning, and Investments
  • Strong Finance and Analytical Skills
  • Excellent communication and interpersonal skills
  • Ability to work independently and in a hybrid environment
  • Experience with Takaful services is a plus
  • Bachelor's degree in Finance, Economics, or a related field
  • Relevant certifications such as CFP or similar are advantageous

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