Hybrid Financial Advisor: Personal Finance & Retirement

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

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.