Malaysia Licensed Financial Planner

A company is looking for a Financial Planner located in Malaysia to provide holistic financial guidance to employees.

Key Responsibilities

Engage with clients remotely to provide guidance on financial topics such as budgeting and retirement readiness

Adapt the financial planning methodology to address relevant topics in Malaysia

Collaborate with the content team to review and approve educational materials for the digital platform

Required Qualifications

CERTIFIED FINANCIAL PLANNER or equivalent designation, certification, degree, or work experience

Fluent in English, both written and spoken

Passion for educating individuals about financial management

Experience in various areas of personal finance, including retirement and budgeting

Ability to manage multiple tasks and prioritize effectively