Finance Advisor
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Job Description
· 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 Requirements
· 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.
Preferred Skills
· Proven ability to build and maintain client relationships.
· Familiarity with financial planning tools and software.
· Ability to explain financial concepts clearly to clients with varying levels of financial knowledge.
Goal-oriented and self-motivated.
Job Type: Full-time
Pay: RM3,000.00 - RM4,500.00 per month
Schedule:
- Monday to Friday
Supplemental Pay:
- Attendance bonus
- Commission pay
- Performance bonus
Education:
- Diploma/Advanced Diploma (Preferred)
Experience:
- Financial Advisor: 1 year (Preferred)
Language:
- Mandarin (Preferred)
- Bahasa (Preferred)