Malaysia landscape
Job Post
Brilliant Wealth Advisory

Financial Advisor

Brilliant Wealth Advisory Posted: 12 Month
Flag job 🏴

Description:

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.

Responsibilities:

  • 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

Flag job 🏴
This Job is expired, try similar: ADMIN INBOUND CALL, Administrasi, Business Development Executive.