Answering client questions about financial plans and strategies and giving financial advice.- Serves as an advisor to provide an advice-based approach to financial solutions for an assigned book of business.
Profiles customers and deliver recommendations to ensure these needs are met.
- Uses sales tools and modules to conduct the analysis and offer the best advice and products and customer understanding of solutions.
Assessing clients overall financial picture, understand their needs and develop a solid financial plan.- Guiding clients towards a profitable and secure financial decision.
Talking to clients to determine their expenses, income, financial objectives, tax status, risk tolerance, or other information needed to develop a financial plan.
- Analyzing financial data received from clients to develop strategies for meeting clients financial goals.
Preparing or interpreting financial document summaries and income projections for clients.- Managing and updating client portfolios.
Contacting clients regularly to discover changes in their financial status.
- Building and maintaining your client base.
Job Types: Full-time, Permanent, Internship, Fresh graduate
Contract length: 3 months
Pay: RM1,
- 00 - RM8,000.00 per month
Benefits: - Opportunities for promotion
Professional development
Schedule: Monday to Friday
Supplemental Pay:
Education:
- Diploma/Advanced Diploma (Preferred)
Experience:
- Financial Advisor: 1 year (Preferred)
Language:
* Bahasa (Preferred)
