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Investment Consultant

1 week ago


Kuala Lumpur, Kuala Lumpur, Malaysia Kenanga Investors Berhad prudential Assurance Berhad Full time

We are looking for a talented Unit Trust Advisor to join our team at Kenanga Investors Berhad and Prudential Assurance Berhad. This role involves providing financial planning, finance, and investment advice to clients.

Responsibilities:
  1. Conduct financial needs assessments and develop personalized plans
  2. Collaborate with cross-functional teams to provide comprehensive solutions
  3. Analyze market trends and make informed investment decisions

The successful candidate will have excellent communication and interpersonal skills, as well as strong analytical and problem-solving abilities. A Bachelor's degree in Finance, Economics, or related field is required.

This is an excellent opportunity for a motivated individual to join our dynamic team and contribute to the success of our clients.