We are looking for good men and women passionate in people and personal finances, risk management, and investment planning. Build a rewarding career in the financial world as a licensed advisor – giving you the freedom to live your life to the fullest while enjoying flexible working hours. (Location: Malaysia**)
Meet clients to determine income, expenses, insurance coverage, financial objectives, and other information needed to develop a personal finances plan.
Answer clients queries on purposes and details of personal finances plan, and strategy.
Recommend to clients strategies in cash management, risk management, investment planning, and other areas to help them achieve financial goals.
Analyse financial information from clients to determine strategies for meeting clients’ financial objectives.
Implement personal finances planning recommendations or refer clients to others who can assist with the recommendations.
CFP/IFP/RFP certification or willing to take up certification process.
Technology: spreadsheet, email, social media, general cloud-based software.
Knowledge: customer and personal services, economics and accounting, English (other languages added advantage), sales and marketing, administration and management.
Skills: active listening, critical thinking, judgment and decision making, reading comprehension, speaking.
Habits: integrity, disciplined, attention to detail, concern for others, persistence, independence, recognition, achievement.
** Please indicate your location in Malaysia (any state) in your application. Placement will be with group’s licensed financial advisory firm.
(Graduate Trainee/Internship Program)
Paid internship and fresh graduate opportunities to learn, grow, and gain exposure in the personal finances. Career path opportunities and training provided towards a career as a Personal Finances Advisor. Internship leading to full-time career opportunity. (Location: Kuala Lumpur)
Willingness to learn and gain real-work knowledge and skills towards a career as an Financial Planner or Financial Analyst.
Possess or currently pursuing a Bachelor’s Degree in Finance/Accountancy/Banking or equivalent (Candidates without relevant background but with strong interest and passion will be considered).
Technology: spreadsheet, email, social media.
Internship positions for duration of 3 to 12 months.
Branding and Marketing Manager/Executive
We are looking for a talented experienced individual to grow our group brand presence, run marketing activities, and promote knowledge resources. (Location: Kuala Lumpur)
Grow and manage group branding including digital and traditional media and public relations.
Develop and manage firm brands including corporate guidelines, collaterals, and assets.
Grow and manage firm client leads and CRM.
Organise firm and collaborative events for clients and public.
Grow and manage social media and community management.
Develop, manage and promote knowledge resources internally and externally.
Branding and marketing experience especially online/digital.
Media, PR, and copyrighting skills.
Technology and social media savvy.
Strong written and spoken English and Bahasa Melayu communication (Mandarin an added advantage).
Ability to flourish with minimal guidance, be proactive, and handle uncertainty.
Proficient in Word, Excel, Outlook, and PowerPoint.
WordPress, Wix, and coding an added advantage.
Social Media and Community Manager
(Part-time or Full-time with additional administrative work scope) If you eat, live and breathe social media, and love community-building, My Personal Finances has a place just for you! (Location: Kuala Lumpur) Responsibilities
Create, post and manage social media platforms (primarily Fb page, Fb group, IG, YouTube, WhatsApp).
Develop social media strategy and grow engagement to achieve annual growth KPIs.
Run ads, provide data analysis, and actively promote community building events (ads and events budget provided).
Proficiency in many social media platforms (please