Financial Advisor Expert

2 weeks ago


Bayan Lepas, Penang, Malaysia Greatitude Consultancy Full time

At Greatitude Consultancy, we are seeking a highly skilled Financial Advisor to join our team. As a key member of our financial services department, you will be responsible for developing personalized financial plans tailored to clients' specific objectives.

About the Role

This is an exciting opportunity to work with clients across various sectors, helping them achieve their financial goals through expert guidance, market research, and strategic planning. You will be working closely with our senior management team to develop innovative solutions that drive business growth and client satisfaction.

Key Responsibilities
  • Conduct thorough market research to understand target audiences and identify the best channels and strategies to reach them.
  • Develop customized financial plans tailored to clients' specific objectives, including retirement planning, tax efficiency, estate planning, insurance, or saving for college.
  • Analyze data to evaluate campaign success, adjusting strategies, and experimenting with new tactics to improve acquisition metrics.
  • Maintain strong relationships with clients through regular check-ins and proactive communication, providing expert guidance on budgeting, debt management, and saving strategies to enhance financial stability.
Requirements
  • Minimum a Diploma in finance, economics, accounting, or a related field.
  • Excellent communication and interpersonal skills.
  • Analytical mindset and strong problem-solving skills.
  • Possess own transportation.
  • High level of integrity and professionalism.
  • Ability to empathize with clients and understand their unique financial situations.

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