Financial Advisor

5 days ago


Klang, Selangor, Malaysia Goodtree Consulting Sdn Bhd Full time

Goodtree Consulting Sdn Bhd Selangor, Malaysia

1 day ago Be among the first 25 applicants

HELP individuals and businesses manage financial risks effectively, ensuring their future is secure and protected from unexpected challenges.

The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals. They should be comfortable creating financial plans and cross-checking work to ensure complete accuracy of information.

Responsibilities
  • Provide financial planning support to clients
  • Support investment professionals to cultivate client relationships
  • Prepare financial plans and check their accuracy
Qualifications
  • Bachelor's degree in Finance or related field
  • 5+ years of industry experience
  • Strong understanding of the investment business
  • Excellent interpersonal skills
Seniority level

Mid-Senior level

Employment type

Full-time

Job function

Finance and Sales

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