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Financial Advisor / Financial Planner
Amazing Advisory Sdn. BhdKuala Lumpur, MY30+ hari lalu
Penerangan pekerjaanConduct comprehensive financial assessments of clients to determine their financial goals, risk tolerance, and investment preferences. -Gather information on clients' income, expenses, assets, and liabilities to create a detailed financial profile. -Develop personalized financial plans that align with clients' short-term and long-term financial objectives. -Create strategies for wealth accumulation, retirement planning, tax optimization, and estate planning. -Provide guidance on investment allocation and asset allocation to achieve financial goals. -Recommend suitable investment products and strategies based on clients' risk tolerance and financial objectives. -Monitor and adjust investment portfolios as market conditions and client needs change. -Stay informed about financial markets, investment trends, and tax regulations. -Evaluate and address risks associated with clients' financial plans and investments. -Assist clients in developing estate plans, including wills, trusts, and beneficiary designations. -Optimize estate plans to minimize estate taxes and ensure the smooth transfer of assets to heirs. -Educate clients about financial concepts, investment options, and the importance of long-term financial planning. -Provide ongoing financial education and updates to keep clients informed. -Build and maintain strong, long-term client relationships based on trust, integrity, and transparency. -Conduct regular client reviews to track progress toward financial goals and make necessary adjustments. [Apply now at https : / / my.hiredly.com / jobs / jobs-malaysia-amazing-advisory-sdn-bhd-job-financial-advisor-financial-planner] Candidates must possess at least Diploma, Advanced / Higher / Graduate Diploma, Bachelor’s Degree in any field. Fresh graduates are welcome to apply. -Candidates with no experience are welcome to apply, as training is provided. -Skills required : Communication skills, Team player. -Required language(s) : Bahasa Malaysia, English. Prefer Mandarin. -Personal goal oriented, motivated, disciplined with an entrepreneur’s mindset. -Relevant financial planning and investment management experience. -Analytical and problem-solving abilities. -Attention to detail and strong organizational skills. -Ability to work independently and as part of a tea
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Planner • Kuala Lumpur, MY