Personal Finance Advisor

1 week ago

Cheras, Malaysia Tomin Intertrade Sdn. Bhd. Full time

Assess clients' financial situations and develop customized financial plans to help them achieve their goals.
- Provide advice on investment strategies, retirement planning, tax planning, and insurance coverage.
- Analyze financial data and recommend suitable financial products or services.
- Regularly review and update clients' financial plans based on changes in their financial circumstances or market conditions.
- Educate clients about financial products and market trends.
- Build and maintain a network of clients and follow up on leads to generate business opportunities.
- Adhere to financial regulations and maintain confidentiality in handling client information.
- Assist in other duties and responsibilities as assigned from time to time.

Qualification & Education
- Strong analytical and problem-solving skills.
- Excellent communication and interpersonal skills.
- Certifications such as CFP (Certified Financial Planner) or other relevant financial certifications are an advantage.

**Job Types**: Full-time, Permanent

Pay: RM3,000.00 - RM3,500.00 per month

Schedule:

- Day shift
- Monday to Friday

**Education**:

- Diploma/Advanced Diploma (preferred)

**Experience**:

- Financial Advisor: 1 year (preferred)

**Language**:

- Mandarin (preferred)
- Bahasa (preferred)

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