Job Description

You will be working with us at Finspiration Advisory. Our mission is to provide comprehensive wealth protection, business continuity, and succession planning solutions that secure the future for our clients. As a key member of our advisory team, your core purpose is to build strong relationships and deliver customized financial strategies.

We believe in nurturing a growth-focused environment where your ongoing advisory support makes a meaningful, positive difference for professionals, business owners, and their families.

Client Advisory & Portfolio Management

• Identify financial and business risks faced by clients, allowing you to recommend highly suitable solutions in wealth protection, business continuity, and succession planning.
• Build and manage your own client portfolio, so that we can together deliver ongoing, high-quality advisory support to those who need it.

Business Development & Networking

• Generate new business opportunities through networking, referrals, and digital marketing, to help us continuously expand our reach and impact.
• Build and grow lasting relationships with professionals, business owners, and affluent clients, allowing you to establish trust and lifelong partnerships.

Market Strategy & Continuous Review 

• Monitor trends and investment landscapes, allowing you to provide proactive, data-driven financial strategies that adapt to your clients' evolving needs.
• Conduct regular portfolio reviews and strategic check-ins, ensuring your clients' financial plans remain perfectly aligned with their life milestones and shifting long-term goals.

Job Requirements

Qualifications & Experience

• Malaysian citizen
• Diploma or Degree in any discipline
• Fresh graduates and career switchers are warmly encouraged to apply

Hard Skills & Knowledge

• Able to communicate effectively in English and Mandarin
• Mandarin proficiency is a strong advantage to support communication with Mandarin-speaking clients and stakeholders

Soft Skills & Qualities

• Strong communication and interpersonal skills
• Positive attitude, highly self-motivated, and eager to learn

Skills