Financial Consultant/financial Advisor

2 months ago


George Town, Malaysia JES Advisory Sdn Bhd Full time

**職責:**
- 分析客戶的財務狀況。
- 檢查並建議財務機會。
- 為客戶制定合理的計劃和預算。
- 根據客戶不斷變化的需求客製化財務計劃。
- 幫助客戶實施他們的計劃並進行交易。
- 展示並提供適當的金融服務。
- 尋找並接近潛在客戶。
- 建立牢固的關係以留住現有客戶。
- 保持法規、實踐和金融服務的最新知識。

**要求:**
- 擁有豐富擔任財務規劃師或類似職位的經驗;銷售或客戶服務經驗是一項資產。
- 能夠分析財務資訊並遵守法規。
- 良好的職業道德,以客戶為中心的態度。
- 優秀的溝通技巧,能夠建立長期的關係。
- 至少擁有會計、金融、工商管理或相關領域的文憑



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