Financial Planning & Risk Advisor

Company Description

Zarra Corporation, led by Unit Manager Fatimahtul Zahrah, is dedicated to nurturing the next generation of investment experts to ensure sustainable business growth. With a focus on risk management, protection, wealth accumulation, and investment acumen, the company is deeply committed to delivering bespoke financial solutions tailored to unique client needs. Founded on the principles of learning and success, Zarra Corporation is driven by the authentic desire to help associates and clients achieve new heights of success.

Role Description

This is a full-time on-site role for a Financial Planning & Risk Advisor located in Klang Valley. The Financial Planning & Risk Advisor will be responsible for assessing clients financial needs, developing and implementing tailored financial plans, managing risks, conducting financial fact finding, analysis, and providing insurance/takaful related advice. The role involves daily interaction with clients to ensure their financial goals are met through customized strategies. Additional responsibilities include analyzing financial data and trends to make informed recommendations.

Qualifications

• Proficiency in Finance, Risk, Legal, Managerial, Sales
• Problem solving skills
• Strong Analytical Skills
• Experience in Risk Management and Insurance
• Excellent communication and interpersonal skills
• Ability to work on-site in Petaling Jaya
• Bachelor's degree in Finance, Accounting, Business, Legal, or related field
• Professional certification (e.g., CFP, CFA) is a plus
• Previous experience in financial planning or a related field is beneficial