Job Description

FINIVO Capital Management is a financial consulting company with offices in Kuala Lumpur, Penang and Johor Bahru. We specialise in customised, comprehensive and integrated financial planning for individuals and small and medium enterprises (SMEs), covering wealth protection, wealth accumulation and wealth distribution.

At FINIVO, we believe that finance is highly personal. Therefore, we are committed to providing tailored financial planning solutions that suit each client’s unique needs and goals.

Job Requirements

• Minimum Diploma or Bachelor’s Degree in Finance, Economics, Business Administration, Accounting, Marketing, Human Resource, or related fields. Applicants from other fields are also encouraged to apply.
• Able to communicate and write in Chinese, English and Bahasa Malaysia due to business requirements.
• Eager to learn, independent, disciplined and able to follow guidance well.

Job Scope

• Research financial products in the market  
• Analyse clients’ financial profiles for personal financial planning  
• Draft financial plans  
• Support the company’s financial advisors  
• Manage client relationships  
• Attend meetings and conferences  
• Learn HR processes involved in recruiting potential interns

Benefits

• Negotiable allowance, approximately RM700  
• Incentive allowance  
• Training provided  
• Work-life balance culture  
• Access to gym and swimming pool facilities at the office building

For more information, please visit finivo.com.my.

Job Requirements

Skills