Financial Planner: Wealth & Retirement Advisor

Hong Leong Assurance; Petaling Jaya; On-site; MYR 50,000 - 90,000; Full time

Benefits offered by this job

Health insurance

Annual leave

Commission & bonuses

Training & development

Flexible work

Job summary

Hong Leong Assurance Berhad in Petaling Jaya, Selangor, is seeking a Financial Planner to provide comprehensive financial advice, investment planning and wealth management for individuals and corporate clients.

The role focuses on building enduring client relationships, delivering compliant, personalized financial plans, and supporting colleagues across departments while pursuing professional qualifications such as CFP or ChFC.

Qualifications

• Diploma or Bachelor's degree in Finance, Economics, Accounting, Business Administration or a related field.
• CFP or ChFC certifications are highly preferred.

Responsibilities

• Conduct financial assessments and develop tailored financial plans for individuals and corporate clients.
• Provide investment, retirement, insurance and wealth management recommendations.
• Build and maintain strong client relationships and provide ongoing portfolio reviews.
• Ensure compliance with regulatory requirements and documentation.

Education

Diploma or Bachelor's degree in Finance, Economics, Accounting, Business Administration or a related field

CFP or ChFC certifications

Job description

Hong Leong Assurance Berhad in Petaling Jaya, Selangor, is seeking a Financial Planner to provide comprehensive financial advice, investment planning and wealth management for individuals and corporate clients.

The role focuses on building enduring client relationships, delivering compliant, personalized financial plans, and supporting colleagues across departments while pursuing professional qualifications such as CFP or ChFC.