Strategic Wealth Manager

4 days ago


Johor Bahru, Johor, Malaysia Echelon Consulting Group Full time

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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