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Financial Advisor

Aspire Advisory Academy

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0-2 Years
a month ago
47 Viewed
0 Applied

Job Description

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Role Description

This is a full-time hybrid role as a Financial Advisor at Aspire Advisory Academy. As a Financial Advisor, you will be responsible for providing financial planning and investment advice to clients. Your day-to-day tasks will include conducting financial assessments, developing customized financial plans, recommending investment strategies, and monitoring portfolio performance. This role is located in WP. Kuala Lumpur, with flexibility for some remote work.

Qualifications

  • Proven experience as a Financial Advisor or similar role
  • Proficient in financial planning and investment management
  • Strong knowledge of investment products and financial markets
  • Excellent communication and interpersonal skills
  • Ability to build and maintain client relationships
  • Certifications such as Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA) are preferred
  • Bachelor's degree in Finance, Business, or a related field

Please ensure that all parts of the job description are gender-neutral and do not contain any discriminatory language.
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