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FINANCIAL ADVISOR

Company:
BCA MANAGEMENT
Location:
Kuala Lumpur, Federal Territory of Kuala Lumpur, Malaysia
Salary:
RM4000
Posted:
November 03, 2019

Description:

DUTIES

- Talking to clients to determine their expenses, income, insurance coverage, financial objectives, tax status, risk tolerance, or other information needed to develop a financial plan.

- Answering client questions about financial plans and strategies and giving financial advice.

- Advising strategies for clients in insurance coverage, investment planning, cash management and other areas to help them reach financial objectives.

- Reviewing client accounts and plans on a regular basis to understand if life or economic changes, situational concerns, or financial performance necessitate changes in their plan.

- Analyzing financial data received from clients to develop strategies for meeting clients' financial goals.

- Preparing or interpreting financial document summaries, investment performance reports and income projections for clients.

- Implementing financial plans or referring clients to professionals who can help them.

- Managing and updating client portfolios.

- Contacting clients regularly to discover changes in their financial status.

- Building and maintaining your client base.

BENEFITS

- Company trips

- Monthly Bonuses

- Pay raise

REQUIREMENTS

- Candidate must posses at least SPM

- at least 1 year experience

- Bring Resume and IC original