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FINANCIAL ADVISOR

Accounting & Finance
Full-Time
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Multiple work locations, Selangor

About The Job

  • Your role is to advise and consult the client from basic to comprehensive wealth management planning. Also ensure your client achieve financial stability and financial confidence.
  • Fact finding on client financial needs.
  • Identify client financial goals and priorities.
  • Provide profitable solution and recommendation for client financial goals.
  • Implementation and review on client financial portfolio. 
  • Be our client’s trusted financial advisor in areas including Estate Planning, Investment, Risk Management,Mortgage Planning,Retirements Planning to achieved their whole life financial goals.

Job Requirements

  • Between age 25-40 years old.
  • Candidates must passes at least Diploma / Degree/ Master with minimum 2 years working experience .
  • Good communication and interpersonal skills.
  • Fresh graduates are welcomed to join.
  • Proactive in taking initiatives and self-motivated, hungry for success.
  • Possess a good attitude towards learning and improving.
  • Sales experience will be an added advantage.
  • Provide own transport and willing to travel.

Our Culture

VISION AND MISSION

To be Malaysia preferred whole person concept financial planning consultancy recognised for its professional and commitment to best practices.

Grooming professional financial planner to succeed in the career and help people by offering whole concept financial planning services.


WHO ARE WE

UPG’s Group was established in year 2002. 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.


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