Financial Advisor

Company Description

Victory Inspire Billionaires (VIB), established in 2007 in Wangsa Maju, Kuala Lumpur, is a leading financial consultation agency specializing in Islamic financial services. VIB offers expertise in areas like investment, Takaful protection, private retirement schemes, and wealth advisory services. Led by experienced industry leaders and supported by over 2,000 dedicated consultants, VIB is committed to helping individuals and families in Malaysia achieve financial freedom and a luxurious lifestyle. With a proven track record of delivering significant investment returns and competitive Takaful plans, VIB provides personal coaching, weekly training sessions, and business opportunities for aspiring financial advisors.

Role Description

This is a full-time remote role for a Kenanga Advisor. The Kenanga Advisor will manage clients financial portfolios by providing personalized investment advice, retirement planning, Takaful solutions, and other financial services. Responsibilities include assessing clients financial needs, developing strategies to meet their goals, and maintaining long-term client relationships. Regular virtual interactions with clients and participation in training sessions and development programs are key components of this role.

Qualifications

Ability

• to assess individual and family financial goals effectively.
• Knowledge and experience in Finance and Investments, including creating and managing personalized investment portfolios.
• Expertise in Retirement Planning to help clients achieve financial independence for their future.
• Excellent communication and interpersonal skills to build and maintain strong client relationships.
• Relevant certifications or educational background in Finance, Economics, Business, or related fields are preferred.
• Self-motivated with the ability to work independently in a remote work environment.
• Understanding of Islamic finance principles is a strong advantage, though not mandatory.