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TOP Tatu management

Financial consultant

TOP Tatu management Posted: 13 Month
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Description:

financial consultant 


🏢 equatorial hotel plaza Jalan Sultan Ismail, Kuala Lumpur

✅ Full time  

SALARY 💶  : RM 8,000 - 10,0000

JOB DESCRIPTION 💼

* Markets services by asking for referrals from current clients; meeting prospects at community functions; responding to inquiries; developing promotions; presenting financial planning seminars.

* Assesses clients' financial situation by gathering information regarding investments, asset allocation, savings, tax planning, retirement planning, and estate planning; evaluating risk tolerance.

* Develops financial strategies by guiding client to establish financial goals; matching goals to situation with appropriate financial plans.

* Obtains clients' commitment by explaining proposed financial plans and options; explaining advantages and risks; providing explanations; alleviating concerns; answering questions.

* Monitors clients' financial situation by tracking changes in wealth and life circumstances; analyzing financial plan results; identifying and evaluating new financial strategies; recommending changes in goals and plans.

* Provides financial management information by preparing financial status analyses and reports.

* Updates job knowledge by tracking financial markets, general economic conditions, and new financial products; participating in educational opportunities; reading professional and technical publications; maintaining personal networks; participating in professional organizations.

* Accomplishes organization goals by accepting ownership for accomplishing new and different requests; exploring opportunities to add value to job accomplishments.


REQUIREMENTS

* Bachelor's degree in finance or accounting
* Incredible math skills
* Ability to connect with clients
* Excellent attention to detail
* Incredible analytical and problem solving abilities
* Ability to accurately predict market trends
* Deep knowledge of the financial industry and regulations
* Deep knowledge of investing
* Ability to analyze a client's financial situation


BENEFITS.                    
*  performance award 🥇 
* Epf.
* Socso .
* Office work from Monday to Friday 9:30am-5:30pm.


Feel free to contact me    

please send your resume to email: Sign Up to Apply 

at(phone number)via whatsapp 📱. 

 


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