Candidates should possess skills in Financial Planning and Financial Advisory to assess client needs and recommend appropriate takaful and financial solutions.
Candidates should possess strong Financial Planning and Financial Advisory skills, including the ability to create comprehensive, client-centric financial plans.
Company Description Maybank is a leading financial services group in Southeast Asia, offering banking and financial solutions to individuals and businesses. Guided by our mission of “Humanising Financial Services,” we help customers achieve their financial goals through personalised service and lasting relationships.
Develop high-quality financial planning questions and case studies that challenge AI models on topics such as retirement planning, investment allocation, tax strategies, estate planning, risk management, client communication, regulatory compliance, and more.
Role Overview: You will provide comprehensive financial advisory services to individuals and families, helping them achieve their financial goals and securing their financial futures.