Graduate Trainee Advisory

Company Description

Caliph Group is a dynamic and purpose-driven company committed to empowering individuals and businesses through innovative financial solutions, leadership development, and community-focused initiatives. We specialize in Takaful services, personal and team development, and entrepreneurial growth.

Through our programs, seminars, and nationwide campaigns, we aim to inspire and support Malaysians to become financially independent and socially responsible leaders. Our team consists of passionate professionals driven by values such as integrity, excellence, and compassion. Whether you seek financial protection, a fulfilling career path, or a platform to grow, Caliph Group is here to guide you.

Role Description

This is a full-time hybrid role for Business Executives Financial Advisors, located in Putrajaya with some work-from-home flexibility. The Business Executives Financial Advisors will be responsible for providing financial advice, conducting financial analyses, developing client relationships, and creating financial plans.

Their day-to-day tasks will include client meetings, portfolio management, financial strategy development, and continuous monitoring of economic trends and financial markets.

Qualifications

• Strong skills in Financial Analysis, Portfolio Management, and Financial Planning
• Ability to develop and maintain Client Relationships
• Proficiency in financial software and tools
• Excellent verbal and written communication skills
• Strong problem-solving and analytical abilities
• Proactive, self-driven, and capable of working independently and in a team
• Bachelor\'s degree or Diploma in Finance, Economics, Business Administration, or a related field
• Previous experience in financial advisory or similar roles is a plus
• Certification in financial planning or investment management is advantage
• Fresh Graduate

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