Strategic Wealth Manager
4 days ago
Overview of Our Firm
We are Echelon Consulting Group, a reputable financial advisory firm specializing in Risk Management, Wealth Accumulation, and Investment. We provide consultation services to individuals, families, and corporate companies.
Job Summary
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 Responsibilities:
- Develop and implement comprehensive financial plans tailored to clients' needs
- Provide expert advice on investment strategies and portfolio management
- Analyze and mitigate financial risks to ensure optimal returns
- Maintain strong relationships with clients through exceptional communication and customer service skills
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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