Life Planner

We provide excellent opportunities for people with growth mindset. We are looking forward for self-driven & customers-oriented individual that will ensure our clients make wise decisions to meet their financial goals. In this role, you will be responsible for managing our client’s finances in areas such as investments, savings, debt management and risks mitigation.  

In addition to being great in communication skills, you should also be proactive, goal oriented and a team player. We also welcome those qualified professionals who has experience in providing effective financial advice to a variety of individuals and businesses.  

RESPONSIBILITIES

• To assist clients in financial needs analysis, financial planning decisions and risk mitigation 
• To reach out prospective clients to build strong customer base 
• To provide regular feedbacks on clients' changing needs 
• To empowers individuals through meaningful career that leads to fuller lives, stronger organisations and better communities. 

REQUIREMENTS 

• Diploma or its equivalent  
• Preferably with minimum 1 year working experience  
• Goal-oriented, self-driven, motivated, team player  
• Excellent communication and interpersonal skills  
• Preferably able to communicate in English, Bahasa Malaysia and Chinese 

Incentive trips, bonuses, commissions and fulfilling career pathway 

Zest & Affiliates Consultancy is a certified financial planning company established in 2014 specialising in all classes of personal & corporate risk management.  

As a company, we understand that life is unpredictable. It has its highs as well as its challenges - and everyone is on a different journey. That's why our starting point has always been understanding people. By being genuinely engaged with peoples's real lives, we gain deeper insights that enable us to offer a range of financial management products that fit the needs of the individual.  

We provide excellent opportunities for people looking for challenges. Our work culture is based on six values: People, Customer-Centric, Performance, Entrepreneurship, Integrity & Respect. If you are proactive, forward-thinking, innovative, goal-oriented, self-driven, and a team player, consider a career with us in the financial planning area.  

Vision:  

To be the topmost life planners in providing the best financial planning services to Malaysia and groom more professionals with the same mission continuously. 

Missions: 

1. To assist our customers to achieve financial prosperity and peace of mind 
2. To empower individuals through meaningful career that leads to fuller lives, stronger organisations and better communities.