Investment Advisor

7 days ago


Kuala Lumpur, Kuala Lumpur, Malaysia Warhamna Consulting Group Full time

We are seeking a highly skilled and results-driven Financial Advisor to join our team at Warhamna Consulting Group. As a key member of our team, you will be responsible for providing expert financial guidance to our clients, developing customized financial plans, and ensuring that their investments align with their goals.

The ideal candidate will possess a strong background in finance, excellent communication skills, and the ability to work independently as well as part of a team. A Bachelor's degree in Finance, Economics, or a related field, along with relevant certification, such as CFP or CFA, is required.

In this role, you will have the opportunity to work on a wide range of financial projects, including investment management, retirement planning, and financial analysis. You will also have access to a range of resources and training programs to help you develop your skills and advance your career.

Key Performance Indicators (KPIs):
  • Client satisfaction ratings
  • Financial plan implementation rates
  • Investment returns

Requirements:

  • Experience in Financial Planning and Finance
  • Knowledge of Retirement Planning and Investments
  • Strong Analytical and Problem-Solving Skills
  • Excellent Communication and Interpersonal Skills


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