Personal Finance Advisor

· Assess clients' financial situations and develop customized financial plans to help them achieve their goals.

· Provide advice on investment strategies, retirement planning, tax planning, and insurance coverage.

· Analyze financial data and recommend suitable financial products or services.

· Regularly review and update clients' financial plans based on changes in their financial circumstances or market conditions.

· Educate clients about financial products and market trends.

· Build and maintain a network of clients and follow up on leads to generate business opportunities.

· Adhere to financial regulations and maintain confidentiality in handling client information.

· Assist in other duties and responsibilities as assigned from time to time.

Qualification & Education

· Candidate must possess at least a Diploma/Degree in Finance, Economics, Business Administration, or a related qualification.

· Strong analytical and problem-solving skills.

· Excellent communication and interpersonal skills.

· Certifications such as CFP (Certified Financial Planner) or other relevant financial certifications are an advantage.

Job Types: Full-time, Permanent

Pay: RM3,000.00 - RM3,500.00 per month

Schedule:

• Day shift
• Monday to Friday

Education:

• Diploma/Advanced Diploma (Preferred)

Experience:

• Financial Advisor: 1 year (Preferred)

Language:

• Mandarin (Preferred)
• Bahasa (Preferred)