Financial Consultation:- Conduct thorough financial assessments for clients to understand their goals, risk tolerance, and financial situations.
- Develop personalized financial plans and strategies to help clients achieve their short-term and long-term financial objectives.
Financial Planning:- Develop and implement comprehensive financial plans that align with clients' objectives.
- Provide recommendations on investment strategies, retirement planning, estate planning, tax planning, and risk management.
Client Relationship Management:- Cultivate and maintain strong relationships with clients, ensuring their satisfaction with our financial services.
- Address client inquiries and concerns promptly, demonstrating a commitment to excellent customer service.
Job Overview:We are seeking a highly motivated and experienced Financial and Investment Advisor to join our team. The ideal candidate will be responsible for providing financial advice, investment strategies, and wealth management services to our clients in Malaysia.Job Requirements :- Candidate must possess at least a Certificate, Diploma or equivalent.
- Diploma or Bachelor's degree in Marketing, Finance, Economics, Business, Communication or a related field.
- Malaysia citizen.
- At least 1 year experience as business sales & marketing
- good in building customer relationship.
- Aptitude in creative problem-solving.
- Ambitious, determined and having desire to succeed.
- Good communication and interpersonal abilities.
- Fresh graduates and internship are welcome to apply.
