Kerja Sepenuh Masa, Financial Planning - Risk Advisor di Zarra Corporation Selangor - Maukerja

Company Description Zarra Corporation is a growth-focused financial services organization led by driven professionals committed to developing future investment experts. Under the leadership of Unit Manager Fatimahtul Zahrah and Co-Founder Shaiful Anuar Azmi, the company emphasizes learning, mentorship, and long-term business sustainability. The team is dedicated to helping associates and clients achieve success in risk management, protection, wealth accumulation, and investment planning. Zarra Corporation believes in bespoke, client-oriented financial solutions tailored to the distinct goals of individuals and organizations. The culture values authenticity, continuous improvement, and delivering high-quality, customized financial advice.

Role Description The Financial Planning & Risk Advisor is a full-time, on-site role based in Klang Valley. This role involves meeting with clients to assess their financial goals, risk tolerance, and protection needs, and developing tailored financial plans and risk management strategies. The advisor will analyze client portfolios, recommend suitable insurance and investment products, and monitor performance to ensure plans remain aligned with changing circumstances. Day-to-day responsibilities include conducting financial reviews, preparing reports, ensuring regulatory and compliance standards are met, and collaborating with the unit manager and team to refine service offerings. The advisor is also expected to participate in training, contribute to business development activities, and maintain strong, trust-based relationships with clients.

Qualifications

• Strong analytical skills, including the ability to interpret financial data and assess risk.
• Knowledge of finance and investment principles, including portfolio planning and wealth accumulation strategies.
• Understanding of auditing practices to support compliance, documentation accuracy, and internal controls.
• Experience or familiarity with insurance products and protection planning.
• Proficiency in risk management, including identifying, evaluating, and mitigating financial risks.
• Bachelor’s degree in finance, accounting, economics, business, or a related field (or equivalent experience).
• Relevant certifications in financial planning, investment, or insurance are an advantage.
• Strong communication and interpersonal skills, with the ability to explain complex concepts in clear terms.
• High level of integrity, client-focus, and commitment to delivering customized financial solutions.
• Ability to work on-site in Klang Valley and collaborate effectively within a team-based environment.