Wealth Planner

Company Description TRU Legacy Malaysia Sdn. Bhd. is a Malaysian company specializing in the insurance and financial planning industry. The organization focuses on helping clients protect and grow their wealth through tailored financial solutions. TRU Legacy aims to build long-term relationships with clients by providing professional advice and comprehensive planning services. Team members work in an environment that values integrity, client-centric service, and continuous professional development.

Role Description This full-time Wealth Planner role is based in Petaling Jaya and follows a hybrid work arrangement, combining on-site client engagement with some work-from-home flexibility. Day-to-day responsibilities include meeting with clients to understand their financial goals, assessing their current financial situation, and recommending suitable insurance and investment solutions. The Wealth Planner will prepare and present financial plans, monitor client portfolios, and conduct regular reviews to ensure plans remain aligned with clients objectives. The role also involves prospecting for new clients, maintaining accurate records, staying informed about market developments and regulatory changes, and collaborating with internal teams to deliver high-quality service.

Qualifications

• Candidates should possess strong Financial Planning skills, including client needs analysis and long-term goal setting.
• Candidates should possess skills in Investment Management and Investments to design and monitor diversified portfolios.
• Candidates should possess solid Finance knowledge, including basic tax, retirement, and risk management concepts.
• Candidates should possess expertise in Insurance to recommend appropriate protection and wealth-preservation solutions.
• Relevant academic background in Finance, Economics, Business, or a related field is preferred.
• Professional certifications (e.g., CFP, RFP, or equivalent) are an advantage.
• Strong interpersonal, communication, and presentation skills, with the ability to explain complex concepts clearly.
• High level of integrity, client-focused mindset, and the ability to work both independently and as part of a team.
• Comfort with digital tools and CRM systems, and willingness to learn and adapt to industry changes.