Wealth Management Specialist

Company Description TRU Legacy Malaysia Sdn. Bhd. is a Malaysian company specializing in the insurance and financial planning industry, helping clients protect and grow their wealth. The organization focuses on delivering tailored financial solutions that address both short- and long-term financial goals. Team members work with a diverse range of clients, offering guidance across risk management, savings, and investment needs. The company values professionalism, integrity, and client-centric service in all advisory activities.

Role Description The Wealth Management Specialist is a full-time remote role responsible for advising clients on comprehensive financial planning and wealth management strategies. Day-to-day tasks include assessing client financial goals, analyzing current financial situations, and recommending appropriate insurance and investment solutions. The specialist will prepare personalized financial plans, monitor portfolio performance, and adjust strategies based on market conditions and client needs. The role involves maintaining ongoing client relationships, conducting regular reviews, and ensuring compliance with regulatory and company standards. Collaboration with internal teams to develop financial products and educational materials is also part of the responsibilities.

Qualifications

• Candidates should possess strong skills in Financial Planning and Finance to design and analyze holistic wealth strategies.
• Candidates should possess skills in Investment Management and Investments to construct, monitor, and optimize client portfolios.
• Candidates should possess knowledge of Insurance to recommend suitable protection and risk management solutions.
• Candidates should have excellent communication and interpersonal skills to explain complex financial concepts clearly and build long-term client relationships.
• Candidates should demonstrate analytical and problem-solving abilities, attention to detail, and a high level of integrity and ethical judgment.
• Relevant certifications (e.g., CFP, financial or insurance licenses) and experience in wealth management or financial advisory are beneficial.
• A diploma or degree in Finance, Business, Economics, or a related field is preferred; familiarity with Malaysian financial regulations is an advantage.