Financial Services Specialist
2 days ago
Welcome to Echelon Consulting Group
We are a reputable financial advisory firm committed to delivering exceptional financial services to our clients. Our team of experts provides personalized financial planning, investment advice, and risk management solutions to help individuals and businesses achieve their financial goals.
Role Overview
This is a full-time hybrid role for a Financial Advisor at Echelon Consulting Group located in Johor Bahru, with some work from home flexibility. The Financial Advisor will be responsible for financial planning, retirement planning, providing financial advisory services, and managing investments.
- Key Accountabilities:
- Develop and maintain strong relationships with clients through excellent communication and customer service skills
- Provide expert advice on investment strategies and portfolio management
- Analyze and mitigate financial risks to ensure optimal returns
- Collaborate with cross-functional teams to deliver high-quality financial services
Requirements
To excel in this role, you will need:
- Strong analytical and problem-solving skills
- Excellent communication and interpersonal abilities
- Financial Planning and Finance skills
- Retirement Planning expertise
- Experience in providing Financial Advisory services
- Knowledge of Investments
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