Financial Planning Associate

KUCHING INVESTMENT PARTNERS manages investment and retirement planning for professionals and SME owners across Kuching. We are an advice-led, fee-transparent firm where client relationships are built to last for decades rather than single transactions. Our associates are the engine room that keeps the advisory service organised, compliant, and genuinely responsive, and the role has a well-established track record as a stepping stone into a full advisory career for those who want to grow.

We're hiring a Financial Planning Associate to support senior advisors with client onboarding, documentation, and portfolio review preparation. It is an excellent entry point for a finance graduate who wants to build steadily toward becoming a licensed financial planner. You'll learn the full financial planning process from the inside, work directly with clients' records and plans, and receive real support and study leave toward your RFP or CFP qualification as you progress in the role.

Key responsibilities

• Support client onboarding documentation, KYC checks, and compliance requirements
• Prepare materials and data packs for advisor-client portfolio review meetings
• Maintain accurate, up-to-date client records within the firm's CRM system
• Coordinate follow-up actions and correspondence after each client meeting
• Assist advisors in preparing written financial plans and recommendations
• Track review cycles so that no client relationship is ever left unattended
• Help ensure all documentation meets regulatory and internal quality standards

What we offer

• Study support for RFP/CFP
• Structured path to licensed advisor
• Medical coverage
• Performance bonus

Requirements

• Degree in Finance, Business, Economics, or a related field
• Fresh graduates are welcome; RFP or CFP candidates are preferred
• Comfortable with client-facing documentation and CRM systems
• Organised, discreet, and consistently detail-oriented
• Clear written and spoken communication in English and Bahasa Malaysia