Insurance Advisor

Role Description

This is a full-time hybrid role for an Advisor located in WP. Kuala Lumpur, with the option to work from home as needed. The Advisor will be responsible for providing financial advice, analyzing clients financial status, developing and implementing customized financial plans, and managing client portfolios. The Advisor will also be responsible for maintaining long-term relationships with clients, ensuring regulatory compliance, and staying updated with financial market trends.

Qualifications

• Strong understanding of financial planning, wealth management, and investment strategies
• Excellent analytical and problem-solving skills to assess clients financial status and create tailored plans
• Effective communication and interpersonal skills to build and maintain relationships with clients
• Knowledge of regulatory requirements and compliance standards in the financial industry
• Ability to work independently and as part of a team, adapting to a hybrid work environment
• Professional certifications such as CFA, CFP, or equivalent are a plus
• Bachelor's degree in Finance, Business, Economics, or a related field