Financial Planner (Sales) - Kuala Lumpur

job description

about the company

Our client is a family-run financial services organisation with over 20 years of experience within the insurance industry, representing an internationally well-established brand. They aim to further expand their footprint and distribution channel across the Malaysia and are now looking to hire Financial Planners to increase their clientele base with a wide range of financial planning products and solutions.

This is an excellent opportunity for you to expand your career portfolio in a company that prides itself on putting its people first and investing heavily in its leadership.

about the job

As a Financial Planner, this is your perfect opportunity to bring out your Sales and Client Servicing skills to help clients secure their future through a range of financial solutions; your effort will not go unnoticed as you will be handsomely rewarded accordingly. Some of your key responsibilities include:

• Advise clients in financial planning by assessing and matching their objectives, needs, requirements and risk profile.


• Help clients secure their wealth through a range of solutions that includes wealth accumulation, preservation, and distribution.


• Proactively establish and manage long-term client relationship by providing good sales services (which involves travelling and client visits)


• Flexible work hours and location; with weekly team meetings held in the office in KL.


• Office is strategically located in the heart of KL, with state-of-the-art interior and exterior architecture.


• You will be renumerated well with a basic salary and an excellent commission structure.


• 3 months probation.

about the team

Working in a dynamic team, your time as a Financial Planner will be well-supported in an engaging work culture to ensure a career path that is both meaningful and satisfying. Moreover, as part of their highly motivating work culture, you will be recognized for your efforts and achievements.

skills & experiences required

• Bachelor’s Degree / Diploma / relevant Professional Certifications.


• Possess PCE & CEILLI licenses, or planning to complete them soon.


• Strong drive in Sales. Interest in Financial Planning and Wealth Management are added advantages (Candidates interested to specialize in Islamic Finance are welcomed to apply.).


• Highly-motivated, goal-oriented and looking to strike a balance between a supportive working environment and financial rewards.


• Strong sense of responsibility and accountability.


• Possess own transport.


• Job designation / position level will be accorded in line with level of experience. (For applicants with no direct relevant experience, comprehensive training will be provided).

To apply online, please click on the appropriate link for immediate consideration. Alternatively, please contact Li Huan at +603 2036 7571 or lihuan.t@randstad.com.my