CompaniesJobsFor Employers

Financial Planner

Accounting and finance
Full-time
Please log in to view salary
Klang , Selangor

About The Job

  • We are looking for financial adviser to help clients manage their finances.
  • You will be our clients’ trusted and certified advisor in areas including investment, cash flow, savings and debt management.
  • Your goal will be to ensure clients make wise and profitable decision to meet their financial goals.

Job Requirements

  1. Wanted a degree holder 

Our Culture

PROFESSIONAL FINANCIAL PLANNERS

Who Are We?

UPG wealth advisory (Qi Xian Associates Sdn Bhd) was established in year 2012. We were founded in an entrepreneurial spirit, and that attitude remains a vital part of our culture. Our team is driven by integrity with a singular focus on doing what is right for our clients.

For each of our clients we strive to help create financial stability and security to provide financial independence.

Our Philosophy

Grooming Professional Financial Planners – Helping young and vibrant financial planners to succeed in their career. and helping people by offering our services that satisfy their life time needs.

Our Professional Services

Our approach to financial planning is holistic in nature in that we look at all facets of a client’s life to develop a plan that will enable our clients to realize their investment and life goals. The relationships we develop with our clients are paramount to doing our job well. We are passionate in our desire to provide our clients with the best and most comprehensive service available.

Our Team
Multi culture and races company, we grow as a family to live the life that each and everyone wants and support each others as a family. 

VISION OF OUR COMPANY

Our company believe in total financial planning is important for every individual and families. 
UPG wants to help more people have access to financial services in an easy, transparent, secure and better options.
We want to improve the quality of life in the communities we serve, earning their trust and loyalty.
Our ambition is to grow more professional, passionate and trust worthy financial advisors.
We stand for " Because Of You, A Better Me, A Better Place"
jobs-malaysia-qixian-associates-sdn-bhd-job-financial-planner