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Brilliant Wealth Advisory

Financial Advisor

Brilliant Wealth Advisory Posted: 12 Month
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We are looking for a Financial Advisor to help clients manage their finances. You will be our clients’ trusted advisor in areas including investments, cash flow, savings and debt management.


  • Analyze clients’ financial statuses (e.g. income, expenses and liabilities)
  • Examine and suggest financial opportunities (e.g. insurance plans, investments)
  • Develop sound plans and budgets for clients
  • Customize financial plans according to clients’ changing needs
  • Present and sell suitable financial products and services
  • Maintain updated knowledge of regulations, practices and financial products

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