Kerja Sepenuh Masa, Financial Advisor di Blueprint Planning International Selangor - Maukerja

Company Description Blueprint Planning International Sdn Bhd is a licensed Malaysian financial advisory firm specializing in comprehensive wealth management, risk planning, and investment advisory services. Incorporated on 5 October 2012, the firm operates under the regulatory oversight of Bank Negara Malaysia, ensuring professional and compliant financial guidance. Blueprint Planning International focuses on helping clients build, protect, and optimize their financial portfolios through structured planning. The company offers tailored solutions for individuals and businesses seeking long-term financial security and growth.
Role Description This is a full-time, on-site Financial Advisor role based in Shah Alam. The Financial Advisor will meet with clients to understand their financial goals, analyze their current financial situation, and develop customized plans for wealth accumulation, protection, and retirement. Responsibilities include providing advice on investments and risk management solutions, preparing financial reports and recommendations, and reviewing client portfolios on a regular basis. The role involves educating clients on financial products and strategies, ensuring compliance with regulatory requirements, and maintaining accurate documentation of all advisory activities. The Financial Advisor will also participate in business development activities, such as networking and client outreach, to expand the firm’s client base.
Qualifications

• Candidates should possess strong skills in Financial Planning and Financial Advisory to design and deliver comprehensive client-focused solutions.
• Candidates should possess solid knowledge of Finance and Investments to analyze markets, recommend suitable products, and manage diversified portfolios.
• Candidates should possess expertise in Retirement Planning to help clients structure long-term strategies for income, savings, and asset preservation.
• Relevant academic background in Finance, Economics, Accounting, Business, or a related field; professional certifications (e.g., CFP, RFP, or equivalent) are an advantage.
• Strong analytical, numerical, and problem-solving skills, with the ability to explain complex concepts in clear, client-friendly language.
• High level of integrity, adherence to regulatory and ethical standards, and commitment to client confidentiality.
• Effective communication and interpersonal skills, with the ability to build trust and long-term relationships with diverse clients.
• Ability to work on-site in Shah Alam, manage multiple client engagements, and use digital tools for financial analysis and reporting.