Financial Planning Specialist

6 days ago


Klang, Selangor, Malaysia Goodtree Consulting Sdn Bhd Full time

Providing Expert Financial Guidance

We are seeking an experienced Investment Solutions Expert to join our team at Goodtree Consulting Sdn Bhd.

The ideal candidate will have a strong background in finance and be able to develop personalized investment strategies for clients.

Key Responsibilities:

  • Develop and implement investment strategies for clients
  • Collaborate with investment professionals to deliver exceptional client service
  • Prepare accurate and comprehensive financial plans, ensuring complete transparency

Requirements:

  • Bachelor's degree in Finance or a related field
  • Minimum 5 years of experience in the industry
  • Strong analytical and problem-solving skills, with the ability to think critically
  • Excellent communication skills, with the ability to build strong relationships with clients

Job Details:

  • Mid-Senior level position
  • Full-time employment
  • Finance and Sales job function


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