Financial Advisor/Financial Planner

Amazing Advisory Sdn. Bhd; Puchong; On-site; Full time

Job description

• Conduct comprehensive financial assessments of clients to determine their financial goals, risk tolerance, and investment preferences.
• Gather information on clients' income, expenses, assets, and liabilities to create a detailed financial profile.
• Develop personalized financial plans that align with clients' short-term and long-term financial objectives.
• Create strategies for wealth accumulation, retirement planning, tax optimization, and estate planning.
• Provide guidance on i...