Total 2 financial planner job vacancies in Others category in kuala lumpur

The Flexi Group is a collection of beautifully designed flexible workspace brands with spaces across Asia Pacific and Australia. Our brands include The Hive, Common Ground and The Cluster, each bringing our community a unique member experience. We build, nurture and expand a community of professionals, serving as a hub for connection and collaboration for businesses.

Our mission is to inspire meaningful connections by building a second home where members become friends, and ideas become reality.

We’re looking for people who want to make a meaningful impact on people’s workplace experience and someone who thrives in a collaborative setting. Take the next step in your career, join The Flexi Group’s dynamic team and become a part of the community.

Role and Responsibilities

• Build solid relationships and give financial support across all departments and to vendors.
• Responsible for analysing past results, performing variance analysis, identifying trends, and making recommendations for improvements
• Work closely with the accounting team to ensure accurate financial reporting and support monthly and quarterly business metrics reporting.
• The position involves assisting with forecasting, budgeting, and projection.
• Contributing to accounting system maintenance and setup, providing initial support to the country’s team
• Aid in the development and creation of reporting templates for the country’s team.
• Assist in any ad-hoc projects and conduct ad-hoc analysis for senior management as needed.

• Ideally, a minimum of 2 years of accounting/finance experience, with financial analysis experience, is considered a plus. 
• A Bachelor's degree in finance, accounting, or a related field is required.
• Demonstrated interest in reporting and data analysis tools.
• Exceptional analytical skills with keen attention to detail.
• Intermediate to advanced proficiency in MS Excel, Google Sheets, and Google Slides.
• Outstanding oral and written communication abilities.
• Good business acumen
• Strong teamwork and collaborative skills are essential for success in this role.
• Exceptionally organised with the ability to multitask
• Thrives under pressure and solution-oriented
• Prior experience in coworking, real estate, or startup business would be an advantage 
• Fluent in English

• Competitive salary reflective of your growth
• Variety of discounts across our growing industry partners
• A comprehensive training academy to support your growth and longevity with us
• Education allowance to support external training 
• A fun, dynamic working environment, working with a diverse, world-class team
• Regular team and community events based on our four event pillars; Business, Community-building, Entertainment and Wellness
• An extra day of leave to celebrate your birthday
• An annual dedicated day to volunteer at a charity of your choice
• Two days Flexcation a year, used to extend your time away by working in any of The Flexi Group locations 

Company:

Description:

Marsh Insurance Brokers (Malaysia) Sdn Bhd is seeking candidates for the following position based in the Q Sentral, Kuala Lumpur office:

Client Manager - Financial Instituitions

What can you expect?

• Join Global Leader in Insurance Broking and Innovative Risk Management Solutions
•  A team of diverse professionals across the globe, dedicated to helping clients manage some of the world’s most challenging and complex risks awaits
• Dedicated learning and development programmes

What is in it for you?

• Attractive benefits coverage which includes Optical and Dental
• Modern Smart Office Workspace in the heart of Kuala Lumpur

We will count on you to:

• To serve as the first point of contact for day-to-day communications with designated clients, follows up on correspondences and works to strengthen and grow client relationships.
• To develop understanding of client businesses by conducting research, research on industry issues and preparing benchmarking studies to facilitate advisory.
• To expand clientele coverage by engaging in business development activities 
• To support colleagues by managing day-to-day aspects for designated clients and conducting ensuing client management tasks including processing billing requests and gathering information for quotes, liaising between senior colleague or subject matter experts and clients and organizing meeting logistics to ensure solution delivery to clients.
• To mitigate client’s concerns or issues encountered, addresses problems in a timely manner and applies judgement as to when and what to escalate up to senior colleagues.
• To report to senior colleagues on relationship satisfaction to ensure a mutual understanding both internally and externally.
• To develop and maintains a fluency in the Company's various service offerings to enrich work performed and develop sales capabilities.
• To help developing talent within the team

What you need to have: 

• A degree holder from any field
• At least 5 years of experience in Client Management within the financial services industry especially banking or asset management is ideal
• Good knowledge about the operations of banking or asset management company(ies) is ideal
• Strategic Thinking, Being proactive around commercial opportunities; ability to link all actions to strategy;
• Outgoing and independent in nature
• Excellent communication and interpersonal skills, both written and verbal
• Excellent presentations skills (one on one and to an audience)

Marsh is the world’s leading insurance broker and risk adviser. With over 35,000 colleagues operating in more than 130 countries, Marsh serves commercial and individual clients with data driven risk solutions and advisory services. Marsh is a business of Marsh McLennan (NYSE: MMC), the leading global professional services firm in the areas of risk, strategy and people. With annual revenue approaching US $17 billion and 76,000 colleagues worldwide, MMC helps clients navigate an increasingly dynamic and complex environment through four market-leading businesses: Marsh, Guy Carpenter, Mercer, and Oliver Wyman. Follow Marsh on Twitter @MarshGlobal; LinkedIn; Facebook; and YouTube, or subscribe to BRINK.

Marsh McLennan is committed to embracing a diverse, inclusive and flexible work environment. We aim to attract and retain the best people regardless of their sex/gender, marital or parental status, ethnic origin, age, background, disability, sexual orientation, and gender identity.