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Financial Consultant

1-10 Years
MYR 1,000 - 100,000 per month
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  • Posted 18 hours ago
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Job Description

Description

We are seeking a Financial Consultant to join our team in Southeast Asia. The ideal candidate will be responsible for providing expert financial advice to clients, helping them achieve their financial goals through tailored strategies and solutions.

Responsibilities

  • Analyze financial data and trends to provide insights and recommendations to clients.
  • Develop customized financial plans and strategies based on clients needs and goals.
  • Conduct thorough market research to identify potential investment opportunities.
  • Prepare and present financial reports and forecasts to clients and stakeholders.
  • Assist clients in understanding financial products and services to help them make informed decisions.
  • Monitor and adjust client portfolios to optimize performance and meet changing financial objectives.
  • Stay updated on financial regulations and industry trends to ensure compliance and best practices.

Skills and Qualifications

  • Bachelor's degree in Finance, Accounting, Business Administration, or related field.
  • 1-10 years of experience in financial consulting or a related field.
  • Strong analytical and quantitative skills with proficiency in financial modeling and forecasting.
  • Excellent communication and interpersonal skills to effectively convey financial concepts to clients.
  • Proficient in financial software and tools (e.g., Excel, financial planning software, CRM systems).
  • Understanding of investment strategies, risk management, and portfolio management.
  • Ability to work independently and manage multiple client accounts effectively.

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Job ID: 138863707