Financial Planner #2209

Roles & Responsibilities

Our client is looking for a Financial Planner to join their growing team. This role involves providing professional financial advice to help clients achieve their financial goals through sound planning and long-term relationship management.

Key Responsibilities

• Develop and maintain long-term client relationships.
• Conduct comprehensive financial needs analysis and recommend suitable financial solutions.
• Advise clients on wealth accumulation, protection, retirement, education, and legacy planning.
• Develop personalised financial plans based on clients' goals and risk profiles.
• Regularly review clients' financial portfolios and provide ongoing servicing.
• Stay updated with market trends, financial products, and regulatory requirements.
• Generate new business opportunities through networking, referrals, and relationship management.
• Ensure compliance with industry regulations and company policies.
• Deliver exceptional customer service and maintain a high standard of professionalism.

Requirements

• Diploma or Degree in any discipline.
• Relevant CMFAS certifications or a willingness to obtain the required licences.
• Training and mentorship will be provided for candidates without prior experience.
• Prior experience in banking, insurance, sales, customer service, or financial advisory is an advantage but not required.
• Strong communication and interpersonal skills.
• Self-motivated with an entrepreneurial mindset.
• Good presentation and problem-solving skills.
• Proficient in Microsoft Office applications.

We are looking for someone who is:

• Committed to building a long-term career.
• Reliable, responsible, and trustworthy.
• Resilient and willing to learn.
• Client-centric with strong integrity and professionalism.
• Results-driven while maintaining ethical standards.
• Able to work independently and as part of a collaborative team.
• Passionate about helping clients achieve financial security.

What We Offer

• Attractive remuneration with high earning potential (commissions, bonuses, and incentives where applicable).
• Comprehensive training, mentorship, and structured career development.
• Flexible work arrangements.
• Clear career progression into leadership and management roles.
• Recognition programmes, overseas incentives, and performance rewards.
• Supportive and collaborative team environment.

Azhar Anuwar l Educare Human Capital

Reg No.: R21103663 l EA License No: 11C4731

Please note that the personal data you provided in your job application will be collected, used, and disclosed by Educare Human Capital to assess your suitability for employment and manage your application, including consideration for future opportunities.

Tell employers what skills you have

Market Trend Analysis
Regulatory Compliance
Interpersonal Skills
Personal Financial Planning
Business Networking
Protection
Portfolio Administration
Financial Analysis
Maintaining Client Relationships
Presentation Skills
Wealth Accumulation Strategies
Self Motivation