Vacancy Description
Company Description
E'clat Advisory is a growing advisory firm focused on helping individuals and families achieve long-term financial security and wellbeing. The organization provides personalized guidance on insurance, risk management, and wealth protection solutions tailored to clients’ life stages and goals. E'clat Advisory emphasizes ethical advice, client education, and relationship-based service rather than product-only selling. Team members collaborate closely to deliver clear, practical plans that support clients’ financial resilience and peace of mind.
Role Description
The Life Planner is a full-time, client-facing role responsible for helping individuals and families design holistic protection and financial plans that support their life goals. Based in WP Kuala Lumpur on a hybrid arrangement, the role combines in-office client meetings and team collaboration with some work‑from‑home flexibility for planning, follow‑ups, and documentation. Day-t...
Ready to Apply?
अभी आवेदन करें
Submit your application for Life Planner at E'clat Advisory
Apply for this Position