Fincial Planner
Posting Date : 07 Sep 2026 | Close Date :06 Dec 2026


Key Responsibilities

  • Client Advisory: Consult with Japanese clients across ASEAN countries to understand their financial goals and risk tolerance.

  • Product Matching: Present and structure personalized solutions covering life/health insurance, asset management portfolios, and overseas investment opportunities.

  • Business Development: Identify and acquire new high-net-worth (HNW) Japanese clients through networking, referrals, and targeted outreach.

  • Relationship Management: Maintain deep, long-term relationships with existing clients, conducting regular portfolio reviews.

  • Cross-Border Coordination: Navigate international financial landscapes to offer seamless overseas investment guidance.

Requirements

  • Language Proficiency: Native-level Japanese (written and spoken) to seamlessly communicate with clients; fluency in business English to coordinate with the local team and regional partners.

  • Experience: Minimum of 3 years of successful sales experience, preferably within banking, insurance, wealth management, or financial services.

  • Skills: Excellent interpersonal skills, a strong entrepreneurial mindset, and the ability to work independently in a hybrid remote environment.

What We Offer

  • Flexibility: True hybrid work environment with robust options to work from home.

  • Prime Location: Modern office space in Bangsar, highly accessible and vibrant.

  • Compensation: Competitive base salary paired with an uncapped commission structure.

  • Regional Exposure: Opportunity to manage a diverse portfolio spanning multiple ASEAN countries.

 


Sub Specialization : Finance;Others
Type of Employment : Permanent
Minimum Experience : 3 Years
Work Location : Kuala Lumpur