Advisory Solutions Expert

2 days ago


Butterworth, Penang, Malaysia Old Mutual Group Full time
Financial Planning Expert

We are seeking a talented and experienced financial advisor to join our team at Old Mutual Group. As a financial planning expert, you will be responsible for helping clients achieve their long-term financial goals by developing personalized plans and providing ongoing support and guidance.

Your responsibilities will include:

  • Conducting thorough financial assessments to identify clients' needs and goals
  • Developing comprehensive financial plans that take into account clients' unique circumstances and objectives
  • Providing ongoing support and guidance to ensure clients remain on track to achieving their goals

To excel in this position, you will need to possess excellent communication and interpersonal skills, as well as the ability to analyze complex financial data and develop effective solutions.

Key Performance Indicators

Client Acquisition and Retention, Revenue Growth, Customer Satisfaction, Team Collaboration

What We Offer

We offer a competitive salary and benefits package, as well as opportunities for professional development and career advancement.



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