Wealth Planning Associate - Growth & Certification

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

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.