Senior Personal Finance Planner: Impactful Guidance & Growth

OCBC; Kuching; On-site; MYR 150,000 - 200,000; Full time

Job summary

A leading financial institution in Kuching is seeking a Senior Personal Financial Consultant to transform clients' financial lives by developing personalized financial plans. Ideal candidates will have at least 5 years of financial planning experience and must be able to clearly communicate complex financial concepts. The role involves meeting clients, providing expert advice, and collaborating with professionals in the field. Competitive salary and comprehensive benefits are offered.

Benefits

Competitive base salary

Holistic, flexible benefits

Learning and professional development opportunities

Qualifications

• At least 5 years of experience in financial planning or a related field.
• Ability to develop personalized financial plans for clients.
• Experience in investment, insurance, and retirement planning.

Responsibilities

• Meet with customers to understand their financial goals.
• Develop and implement personalized financial plans.
• Provide expert advice on investment and retirement planning.
• Conduct financial analysis to identify areas for improvement.
• Collaborate with financial professionals for comprehensive solutions.

Skills

Excellent communication and interpersonal skills

Strong analytical and problem‑solving skills

Ability to work in a fast‑paced environment

Education

Degree in finance or economics

Professional certifications (CFP or CFA)

Job description

A leading financial institution in Kuching is seeking a Senior Personal Financial Consultant to transform clients' financial lives by developing personalized financial plans. Ideal candidates will have at least 5 years of financial planning experience and must be able to clearly communicate complex financial concepts. The role involves meeting clients, providing expert advice, and collaborating with professionals in the field. Competitive salary and comprehensive benefits are offered.