job description
Are you looking to kickstart your career in the financial services sector? Ilham Kasturi Associates is seeking a motivated and detail-oriented Wealth Planner to join our professional team in Kuantan. This is an exceptional opportunity to gain hands-on experience, build meaningful, long-term client relationships, and develop a robust professional network in the finance industry.
As a Wealth Planner, you will act as a trusted advisor, helping clients navigate their financial journeys. Whether you are a fresh graduate or an aspiring professional looking for a flexible part-time commitment, this role provides the mentorship and platform you need to succeed. You will be supported by a firm that values integrity, growth, and client-centric solutions. If you are passionate about personal finance and dedicated to helping others achieve their wealth goals, we would love to hear from you.
Responsibility
- Identify and prospect new clients to grow the firm's client base in the Pahang region.
- Conduct comprehensive financial needs analysis to understand client goals and risk profiles.
- Provide tailored wealth management solutions, including investment planning, insurance, and retirement strategies.
- Maintain regular communication with existing clients to review their portfolios and adjust plans as needed.
- Prepare professional financial reports and presentations for client meetings.
- Keep up-to-date with market trends, regulatory changes, and new financial products.
- Ensure full compliance with industry regulations and company internal standards.
Qualifications
- Diploma or Degree in Finance, Accounting, Economics, Business, or a related field.
- Strong interpersonal and communication skills with the ability to build trust.
- High level of integrity, professionalism, and a genuine passion for financial advisory.
- Ability to work independently as well as collaboratively in a team environment.
- Self-motivated with a strong drive to hit performance targets.
- Basic proficiency in Microsoft Office Suite (Word, Excel, PowerPoint).
- Prior experience in customer service or sales is considered an added advantage.