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Company Description
Great CSA Management is a team of young financial professionals in Malaysia, providing advisory services to individual, family, and corporate clients on various financial products including insurance, banking, finance, and investments. They guide clients through risk planning, wealth planning, tax planning, estate planning management, and life planning.
Role Description
This is a full-time hybrid role for a Wealth Planner at Great CSA Management. The Wealth Planner will be responsible for advising clients on financial planning, investment management, and insurance products. The role is primarily located in Malaysia with flexibility for some remote work.
Qualifications
- Financial Planning and Investment Management skills
- Knowledge of Investments and Finance
- Insurance expertise
- Strong analytical and problem-solving skills
- Excellent communication and interpersonal abilities
- Relevant certification such as RFP, CFP or CFA is a plus
- Bachelor's degree in Business, Marketing, Finance, Economics, or related field
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