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Finance Advisor

RM 3,000 - RM 4,500 / month

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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)