Financial Advisor
3 days ago
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
- Bachelor's degree in Finance or related field
- 5+ years of industry experience
- Strong understanding of the investment business
- Excellent interpersonal skills
Mid-Senior level
Employment typeFull-time
Job functionFinance and Sales
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