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Financial Planner

  • Full Time, onsite
  • GNS
  • Melaka Financial Planning (Banking & Financial Services) Full time RM 3, Malaysia
Salary undisclosed

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  • Conduct thorough assessments of clients' financial situations and goals.
  • Develop customized financial plans that align with clients' objectives.
  • Provide ongoing investment management and financial advice.
  • Educate clients on financial products and strategies.
  • Monitor and review clients' financial plans regularly, making adjustments as needed.
  • Stay updated on industry trends, regulations, and market conditions.
  • Build and maintain strong relationships with clients to ensure trust and satisfaction.
  • Collaborate with other financial professionals as necessary.