Financial Advisor
MyToday Sdn. Bhd. · Kuala Lumpur
Job description
About the role
We are seeking a Financial Advisor to join our team in Kuala Lumpur. The role focuses on building strong client relationships and delivering personalized financial planning and advisory services. The advisor will work closely with individuals and families to assess their financial situation, set objectives, and create comprehensive plans covering savings, investments, retirement, and risk management.
Key responsibilities
- Develop and maintain client relationships to understand their financial goals.
- Provide tailored financial planning advice and investment recommendations.
- Assist clients in implementing financial strategies and monitor portfolio performance.
- Conduct regular reviews of client plans to ensure they remain aligned with changing circumstances.
- Stay informed about market trends and product offerings to provide up‑to‑date advice.
Required profile
Required skills
What we offer
- Unlimited Income Potential
- Fast Career Growth
- Overseas Incentive Trips
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Published 1 month ago
Expires 3 days from now
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MyToday Sdn. Bhd.
Kuala Lumpur