Job Description

Company Description Great Vision Group is a powerhouse in the field of financial advisory, offering expertise in various areas including personal and family wealth planning, investment and retirement planning, corporate funds, mortgage and SME loans, tax and business advisory services, estate planning, and business succession. We are located in Petaling Jaya and pride ourselves on providing comprehensive financial solutions to individuals and companies. Role Description This is a full-time hybrid role for a Financial Planner at Great Vision Group. As a Financial Planner, you will be responsible for providing personalized financial planning advice to clients. This includes analyzing clients\' financial status and goals, developing financial strategies, and recommending appropriate investment opportunities. Some remote work is acceptable, but the role is primarily located in Petaling Jaya. Qualifications Financial Planning, Personal Financial Planning, and Certified Financial Planner (CFP) certification Strong knowledge of finance and investment principles Experience in retirement planning and wealth management Relevant skills and qualifications that would be beneficial for this role include: Excellent analytical and problem-solving skills Strong interpersonal and communication skills Ability to work independently and as part of a team Attention to detail and accuracy Experience in tax planning and business advisory Bachelor\'s degree in Finance, Economics, or related field

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