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Financial Advisor / Financial Planner

Financial Advisor / Financial Planner

Amazing Advisory Sdn. BhdPuchong, Selangor, Malaysia
30+ hari lalu
Penerangan pekerjaan
  • Conduct 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 #J-18808-Ljbffr

    Buat amaran kerja untuk carian ini

    Planner • Puchong, Selangor, Malaysia

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