Professional Opportunities
Licensed Financial Planner
Responsibilities
- Building a network of contacts to consistently attract new clients.
- Establishing honest and lasting relationships with clients.
- Providing professional and comprehensive financial solutions to clients.
- Taking charge of your own career by seeking out new clients and marketing strategies.
Who we are looking for
- Age 25-40 (candidates above or below this age range will be treated as a special case)
- RFP/CFP/ChFC
- Fit and Proper – background and financial status.
- Competent level of financial literacy.
- Passionate to build up a professional career.
- Good communication and interpersonal skills.
- Independent and entreprenurial mindset.
Licensed Islamic Financial Planner
Responsibilities
- Building a network of contacts to consistently attract new clients.
- Establishing honest and lasting relationships with clients.
- Providing professional and comprehensive financial solutions to clients.
- Taking charge of your own career by seeking out new clients and marketing strategies.
Who we are looking for
- Age 25-40 (candidates above or below this age range will be treated as a special case)
- Shariah RFP/IFP
- Fit and Proper – background and financial status.
- Competent level of financial literacy.
- Passionate to build up a professional career.
- Good communication and interpersonal skills.
- Independent and entrepreneurial
Associate Financial Planners
Responsibilities
- Building a network of contacts to consistently attract new clients.
- Establishing honest and lasting relationships with clients.
- Providing professional and comprehensive financial solutions to clients.
- Taking charge of your own career by seeking out new clients and marketing strategies.
Who we are looking for
- Age 25-40 (candidates above or below this age range will be treated as a special case)
- Degree in any field.
- Interested in pursuing further study for professional qualifications as recognized by our regulators (for Associate Financial Planner entry level) and completing the minimum requirement of modules within 2 years.
- Fit and Proper – background and financial status.
- Competent level of financial literacy.
- Passionate to build up a professional career.
- Good communication and interpersonal skills.
- Independent and entrepreneurial mindset.
Associate Islamic Financial Planner
Responsibilities
- Building a network of contacts to consistently attract new clients.
- Establishing honest and lasting relationships with clients.
- Providing professional and comprehensive financial solutions to clients.
- Taking charge of your own career by seeking out new clients and marketing strategies.
Who we are looking for
- Age 25-40 (candidates above or below this age range will be treated as a special case)
- Degree in any field.
- Interested in pursuing further study for professional qualifications as recognized by our regulators (for Associate Financial Planner entry level) and completing the minimum requirement of modules within 2 years.
- Fit and Proper – background and financial status.
- Competent level of financial literacy.
- Passionate to build up a professional career.
- Good communication and interpersonal skills.
- Independent and entrepreneurial mindset.
If you are interested, please submit your resume and cover letter to recruitment@bpplanning.com.my
