Wealth Planner & Retirement Strategist (Hybrid)

Prudential BSN Takaful Berhad; Shah Alam; Hybrid; MYR 60,000 - 120,000; Full time

Job summary

Prudential BSN Takaful Berhad in Shah Alam offers a full-time hybrid Wealth Advisor role. You will deliver wealth management and retirement planning services, assess client needs, and tailor strategies to help clients achieve financial goals while maintaining compliance and strong client relationships.

You will collaborate with internal teams to deliver a seamless client experience, stay informed on market trends, and work toward business growth targets in a flexible hybrid environment.

Qualifications

• Academic background in Finance/Economics/Business; professional certifications are a plus.
• Strong knowledge of investments and wealth management strategies.
• Experience in financial planning and retirement planning services.
• Excellent communication and ability to build long-term client relationships.
• Understanding of regulatory requirements and compliance standards.
• Comfort with digital tools for client interaction and remote work.

Responsibilities

• Provide comprehensive wealth management and retirement planning services.
• Assess client financial situations and develop tailored investment strategies.
• Present recommendations and conduct regular portfolio reviews.
• Build and maintain long-term client relationships in a hybrid work setup.
• Stay updated on financial products and market trends; ensure compliance.

Education

Bachelor's degree in Finance/Economics/Business

Professional certifications in financial planning or wealth advisory (advantage)

Financial planning

Retirement planning

Investments & wealth management

Client relationship building

Regulatory compliance

Digital tools for remote collaboration

Job description

Prudential BSN Takaful Berhad in Shah Alam offers a full-time hybrid Wealth Advisor role. You will deliver wealth management and retirement planning services, assess client needs, and tailor strategies to help clients achieve financial goals while maintaining compliance and strong client relationships.

You will collaborate with internal teams to deliver a seamless client experience, stay informed on market trends, and work toward business growth targets in a flexible hybrid environment.