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As a Financial Advisor, you will be responsible for helping individuals, families, and businesses achieve their financial goals through tailored financial planning, risk management, and wealth-building strategies. You will assess clients’ current financial situations, understand their objectives, and provide professional recommendations on insurance, investments, retirement, and estate planning.
Build and maintain long-term relationships with clients through trust and professional financial advice.
Conduct financial needs analysis to understand clients’ income, expenses, goals, and risk appetite.
Develop customized financial plans covering protection, savings, investment, and retirement strategies.
Recommend suitable financial products including insurance, investment-linked plans, savings schemes, and retirement solutions.
Assist clients with risk management by ensuring adequate protection against life uncertainties.
Monitor and review clients’ financial plans periodically to ensure alignment with changing needs and market conditions.
Educate clients on financial literacy and empower them to make informed financial decisions.
Ensure compliance with all regulatory requirements and ethical standards in financial advisory practices.
Stay updated with industry trends, new products, and market developments to provide relevant advice.
Strong interpersonal and communication skills to connect with diverse clients.
Analytical and problem-solving skills for financial planning and portfolio design.
Self-motivated, goal-driven, and able to work independently.
Knowledge of financial products such as insurance, unit trusts, retirement funds, and estate planning.
Certification in financial planning, insurance, or investment advisory (e.g., CFP, RFP, or relevant licenses) is an added advantage.
Competitive commission and incentive structure.
Continuous training, mentorship, and professional development opportunities.
A dynamic and rewarding career path with potential for leadership roles.
Flexible working hours and entrepreneurial career growth.
Whether you're a recent graduate or an accomplished professional ready for a new challenge, there's a career opportunity for you with us.
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