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.
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