Financial Planning Specialist

5 days ago


Klang, Selangor, Malaysia Goodtree Consulting Sdn Bhd Full time

Goodtree Consulting Sdn Bhd is a leading provider of financial solutions, helping individuals and businesses manage risk effectively.

The ideal candidate will deliver personalized investment strategies to clients, ensuring their long-term financial goals are secure.

About the Role

This role involves providing financial planning support to clients, working closely with investment professionals to cultivate strong relationships.

Responsibilities:

  • Develop and implement comprehensive financial plans for clients
  • Collaborate with cross-functional teams to ensure accuracy and consistency in financial data
  • Analyze market trends and economic factors to inform investment decisions

Requirements:

  • Bachelor's degree in Finance or related field
  • 5+ years of experience in finance or a related industry
  • Strong understanding of investment products and services
  • Excellent communication and interpersonal skills


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