Financial Advisor

Legasi Group Official; Shah Alam; Hybrid; MYR 60,000 - 90,000; Full time

Benefits offered by this job

Hybrid work arrangement

Job summary

Legasi Group Official in Shah Alam invites a full-time Financial Advisor to join a hybrid work environment. You will meet clients, assess financial situations, and develop tailored plans covering savings, investments, risk management, and retirement strategies.

You will analyze data, recommend products, monitor portfolios, prepare proposals, and maintain regulatory-compliant records while collaborating with internal teams and staying updated on market trends.

Qualifications

• Strong skills in financial planning and advisory to create comprehensive client strategies.
• Experience in finance and investments to analyze markets and portfolios.
• Experience in retirement planning to design sustainable income strategies.
• Academic background in finance/economics/business; CFP or equivalent certification is a plus.
• Excellent communication and client-relations abilities with integrity and regulatory awareness.
• Ability to work both independently and in a hybrid team with good time management.

Responsibilities

• Meet clients to assess goals and develop tailored financial plans.
• Analyze financial data and recommend suitable products and services.
• Monitor client portfolios and suggest timely adjustments.
• Prepare clear proposals and reports; conduct regular review meetings.
• Maintain documentation in line with regulatory and company standards.

Skills

Financial Planning

Financial Advisory

Finance & Investments

Retirement Planning

Education

Finance/Economics/Business degree

Job description

Company Description Legasi Group Official is a growing financial services organization that supports clients in achieving long-term financial security and wealth-building goals. The group provides advisory services across areas such as personal finance, investments, and retirement planning, serving a diverse client base with varying financial needs. Legasi Group Official emphasizes professional integrity, client-centric solutions, and continuous learning in a collaborative environment. Team members are encouraged to develop their expertise while contributing to innovative, tailored financial strategies for clients.

Role Description This is a full-time Financial Advisor role based in Shah Alam with a hybrid work arrangement, allowing some work-from-home flexibility. The Financial Advisor will meet with clients to assess their financial situations, clarify goals, and develop tailored financial plans covering savings, investments, risk management, and retirement strategies. Daily responsibilities include analyzing financial data, recommending appropriate financial products and services, and monitoring client portfolios to suggest adjustments when needed. The role also involves preparing clear proposals and reports, conducting regular review meetings, and maintaining accurate documentation in line with regulatory and company standards. The Financial Advisor will collaborate with internal teams, participate in training sessions, and stay updated on market trends, regulatory changes, and new financial products to support high-quality advice.

Qualifications

• Candidates should possess skills in Financial Planning and Financial Advisory to assess client needs and design comprehensive financial strategies.
• Candidates should possess skills in Finance and Investments to analyze markets, evaluate products, and manage diversified portfolios.
• Candidates should possess skills in Retirement Planning to create sustainable long-term income and savings plans for clients.
• Relevant academic background in finance, economics, business, or a related field; professional certifications (e.g., CFP or equivalent) are an advantage.
• Strong analytical and numerical skills, with the ability to explain complex concepts in clear, accessible language.
• Excellent interpersonal, communication, and relationship-management skills, with a client-focused approach.
• High level of integrity, accountability, and adherence to ethical and regulatory standards.
• Ability to work independently and collaboratively in a hybrid environment, with good time management and organizational skills.