Financial Planner
Ittihad Champion Group
Posted
3 weeks ago
Petaling Jaya, Selangor, Malaysia
Remote
MYR 5K
Mid Level
Full Time
Sema Summary
The Financial Planner will engage with clients to assess their financial goals and develop personalized financial plans. This role requires effective communication and strong analytical skills to help clients achieve financial success.
About Company
Ittihad Champion Group is focused on providing expert financial planning and advisory services to clients, helping them navigate their financial journeys.
Core Requirements
- Bachelor’s degree in Finance, Economics, Accounting, or related field
- Certification as a Certified Financial Planner
- Expertise in Financial Planning
- Strong analytical and problem-solving skills
- Exceptional communication abilities
Responsibilities
- Engage with clients to assess their financial goals
- Develop personalized financial plans
- Analyze clients’ financial situations
- Create strategies for savings and investments
- Provide expert advice on financial matters
- Adapt plans to changing life circumstances
- Build strong relationships with clients
Must Have skills
Job Keywords
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