- Job Level: Others
- Min Year of Experience: 0
- Min Qualification: Diploma
- Based In: Puchong
- Benefit Remarks:
Travel to overseas
Incentives & Allowances
Job DescriptionJob Description
- 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.
- 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 team.