Financial Planning Specialist

2 weeks ago


Kuala Lumpur, Kuala Lumpur, Malaysia Finspiration Advisory I Wealth Management Full time
Job Overview:

Finspiration Advisory I Wealth Management seeks a highly motivated individual to contribute to our dynamic team. As a wealth management professional, you will be responsible for providing customized solutions to meet clients' financial objectives.

Responsibilities:
  • Develop and implement personalized investment plans aligned with clients' goals.
  • Nurture strong relationships with clients to ensure satisfaction and loyalty.
  • Pursue new business opportunities to grow the client base.

To succeed in this role, you should possess a diploma or bachelor's degree in any field, along with relevant experience in banking, finance, sales, or marketing. Strong leadership skills and excellent communication abilities are also essential.

What We Offer:
  • A stimulating work environment that fosters growth and development.


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