Management Associate (Wealth Plannning)

KC Lee Consulting; Selangor; On-site; MYR 45,000 - 65,000; Full time

Benefits offered by this job

Professional development

Flexible work arrangements

Health and wellness

Work-life balance

Job summary

Megaton Financial Group in Kuala Lumpur/Selangor is hiring a Management Associate (Wealth Planning) to join our advisory team and help deliver tailored wealth solutions. You will work with senior wealth planners to analyze client financials, prepare plans, and support client meetings and proposals.

The role requires strong analytical and communication abilities, attention to detail, and a degree in Finance, Business or Economics. CFP/AFP qualifications or willingness to pursue them are preferred.

Qualifications

• Strong analytical and problem-solving skills.
• Excellent communication and interpersonal abilities.
• Willing to pursue CFP/AFP or equivalent.

Responsibilities

• Assisting senior wealth planners in developing and implementing comprehensive wealth management strategies for clients
• Conducting financial analysis and preparing detailed wealth planning recommendations
• Supporting client meetings and presentations to communicate financial planning proposals effectively
• Maintaining accurate client records and ensuring regulatory compliance
• Gathering and analysing client financial information to identify planning opportunities and risks
• Assisting with the preparation of financial plans and related documentation
• Supporting relationship development through regular client communication and follow-up

Skills

Analytical thinking

Communication skills

Attention to detail

Teamwork

Wealth planning knowledge

CFP/AFP (willingness to pursue)

Education

Bachelor's degree in Finance/Business/Economics

Tools

MS Office (Excel/Word/PowerPoint)

Job description

About the role

Megaton Financial Group is seeking a talented Management Associate (Wealth Planning) to join our dynamic financial planning team. This is a full-time position based in Kuala Lumpur and Selangor area, offering an excellent opportunity to develop your career in wealth planning within the banking and financial services sector. In this role, you will work closely with our wealth planning professionals to provide comprehensive financial guidance to clients whilst supporting the strategic growth of our business. This position is integral to delivering high-quality wealth planning services and building lasting client relationships that drive our company's success.

What you'll be doing

• Assisting senior wealth planners in developing and implementing comprehensive wealth management strategies for clients
• Conducting financial analysis and preparing detailed wealth planning recommendations
• Supporting client meetings and presentations to communicate financial planning proposals effectively
• Maintaining accurate client records and ensuring compliance with regulatory requirements and company policies
• Gathering and analysing client financial information to identify planning opportunities and risks
• Assisting with the preparation of financial plans, investment proposals and related documentation
• Supporting the development of client relationships through regular communication and follow-up activities
• Contributing to the continuous improvement of wealth planning processes and service delivery standards
• Participating in professional development activities and staying current with industry trends and regulatory changes

What we're looking for

• Bachelor's degree in Finance, Business, Economics or a related field
• Strong analytical and problem-solving skills with the ability to interpret complex financial information
• Excellent communication and interpersonal skills, with the ability to explain financial concepts clearly to clients
• Proficiency in Microsoft Office applications, particularly Excel, Word and Powerpoint
• Attention to detail and ability to manage multiple tasks and priorities effectively
• Knowledge of wealth planning principles, investment products and financial markets
• Certification or willingness to pursue relevant financial planning qualifications such as CFP, AFP or equivalent
• Strong ethical standards and commitment to client confidentiality and data protection
• Ability to work collaboratively within a team environment and contribute to a positive workplace culture
• Preferably 1-3 years of experience in financial planning, wealth management, or a related financial services role

What we offer

• competitive remuneration packages commensurate with experience and qualifications
• opportunities for continuous professional development and career advancement, particularly support for pursuing relevant financial planning certifications
• collaborative working environment where your contributions are valued and recognised
• flexible work arrangements where appropriate
• health and wellness initiatives
• strong commitment to work-life balance
• investing in our people and providing them with the tools and support necessary to succeed in their roles

About us

Megaton Financial Group is a respected financial planning and advisory firm dedicated to helping individuals and families achieve their financial goals through personalised wealth management solutions. With a strong commitment to professional excellence and client-centric service, we have built a reputation for delivering comprehensive financial planning advice that makes a real difference in our clients' lives. Our team comprises experienced financial planners and advisors who are passionate about providing ethical, transparent and results-driven guidance. We are driven by our core values of integrity, expertise and dedication to our clients' financial wellbeing. As we continue to expand our business, we are seeking talented individuals who share our commitment to excellence and who are eager to build rewarding careers in wealth planning.