Financial Advisor/Financial Planner at Amazing Advisory Sdn. Bhd - Selangor
Role Summary
The Financial Advisor/Financial Planner is responsible for conducting thorough financial assessments to understand clients' goals and risk tolerance. This role involves developing personalized financial plans and maintaining strong client relationships to help them achieve their financial objectives.
Job Description
In this role, you will engage with clients daily, assessing their financial situations and providing tailored advice. You will work in a dynamic environment that emphasizes client education and relationship building.
Key Responsibilities:
- Conduct thorough financial assessments to understand clients' goals and risk tolerance.
- Develop personalized financial plans based on client needs.
- Recommend investment strategies to optimize client portfolios.
- Monitor and adjust client portfolios as necessary.
- Educate clients on financial concepts and investment products.
- Maintain strong relationships with clients to ensure satisfaction and trust.
- Stay updated on financial markets and tax regulations.
Job Requirements
Bachelor's degree in finance, accounting, or related field.
Proven experience as a financial advisor or planner.
Strong analytical and problem-solving skills.
Excellent communication and interpersonal skills.
Knowledge of investment products and financial markets.
Ability to build and maintain client relationships.
Familiarity with tax regulations and estate planning.
Financial Advisor/Financial Planner - Frequently Asked Questions
What is the salary for a Financial Advisor/Financial Planner at Amazing Advisory Sdn. Bhd in Selangor?
Amazing Advisory Sdn. Bhd has not disclosed the salary for this role. Financial Advisor/Financial Planner positions in Selangor typically pay RM750–RM10,000 per month, based on the 57 comparable vacancies currently listed on SuperJobs.
Where is this Financial Advisor/Financial Planner job located?
This Financial Advisor/Financial Planner position is based in Selangor, Malaysia. This role is fully on-site.
What qualifications do I need for this Financial Advisor/Financial Planner role?
Amazing Advisory Sdn. Bhd is looking for Bachelor's degree in finance, accounting, or related field.; Proven experience as a financial advisor or planner.; Strong analytical and problem-solving skills..
How do I apply for this Financial Advisor/Financial Planner job at Amazing Advisory Sdn. Bhd?
Apply directly on SuperJobs — create a free profile, upload your CV once and submit. There is no agency fee and no charge to applicants. Applications close 2026-11-29.
Quick Info
Company
Amazing Advisory Sdn. Bhd
Location
Selangor
Salary
Undisclosed
Skills Required
6 skills
Click to submit your application
Required Skills
Financial Advisor/Financial Planner Salary at Amazing Advisory Sdn. Bhd
Amazing Advisory Sdn. Bhd has not disclosed the salary for this role. Financial Advisor/Financial Planner positions in Selangor typically pay RM750–RM10,000 per month, based on the 57 comparable vacancies currently listed on SuperJobs.
How to Apply for This Financial Advisor/Financial Planner Role
- Click Apply Now and sign in, or create a free SuperJobs profile. It takes about two minutes and there is no agency fee.
- Upload your CV once and answer any screening questions Amazing Advisory Sdn. Bhd asks. Your profile is reused for every application after this one.
- Submit, then track the application and any employer replies from your dashboard. Applications close 2026-11-29, so apply early.
Application Tips
- Ensure your resume highlights relevant skills and experience
- Tailor your application to match the role requirements
- Double-check all information before submitting
- Submit your application as soon as possible to increase your chances
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