Full time
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We are seeking a talented Wealth Planner to join our dynamic team at MUQMEEN GROUP KB' in Kota Bharu, Kelantan.
As a Wealth Planner, you will play a crucial role in helping our clients achieve their financial goals and secure their financial futures.
This is a full-time position, offering the opportunity to work with a leading financial services provider and be part of our growth journey.
What you'll be doing
Provide comprehensive financial planning services to a diverse client base, including investment planning, retirement planning, and tax optimisation strategies
Conduct detailed financial assessments to understand clients' unique needs, risk profiles, and investment objectives
Develop tailored financial plans and investment portfolios that align with clients' goals and preferences
Educate and engage clients on financial concepts, product options, and market trends to empower them in their decision-making
Manage and monitor client accounts, regularly reviewing and adjusting strategies as needed
Actively participate in business development activities, including client acquisition and relationship management
What we're looking for
Minimum of 3 years of experience in financial planning or wealth management
Proven track record of providing exceptional client service and building lasting relationships
Strong understanding of financial products, investment strategies, and applicable regulations
Excellent communication and presentation skills, with the ability to explain complex financial concepts in a clear and accessible manner
Analytical mindset with the ability to collect and interpret financial data to make informed recommendations
Commitment to ongoing professional development and staying up-to-date with industry trends and best practices
What we offer
Competitive salary and bonus structure
Opportunities for professional development and career advancement
Supportive and collaborative work environment
Work-life balance initiatives, such as flexible work arrangements
About us
MUQMEEN GROUP KB' is a leading financial services provider in Kota Bharu, Kelantan, with a strong commitment to helping our clients achieve their financial goals.
Our mission is to deliver personalised, innovative, and ethical wealth management solutions that empower our clients to secure their financial futures.
Join our team and be a part of our continued growth and success.
Apply now to become our next Wealth Planner and take the first step towards a rewarding career with MUQMEEN GROUP KB'.
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