Posted by What exactly is a Financial Advisor?
A Financial Advisor is a professional who gives strategic advise on financial goods and services, assisting customers in making informed decisions about how to effectively use their money and achieve their financial objectives. They analyse clients’ overall financial picture, assess their needs, and develop customised financial plans to guide their financial journey.
What does a Financial Advisor do?
A Financial Advisor assesses clients’ financial situations, offers strategic advice on various financial products and services, and develops personalised financial plans. They guide clients towards profitable and secure financial decisions, cultivate client relationships, and stay updated on industry trends. They also network, generate leads, and sell financial products such as mutual funds, stocks, and bonds to meet sales targets.
Financial Advisor responsibilities include:
- Providing strategic advice across a variety of financial products and services
- Assessing client’s overall financial picture, understand their needs and develop a solid financial plan
- Guiding clients towards a profitable and secure financial decision
Job brief
We are searching for an experienced Financial Advisor to join our team and act as a vital link between our firm and our clients.
Your position will entail providing thorough financial advice and making personalised suggestions to clients in order to assist them maximise their financial potential. You will be in charge of conducting extensive market research, determining unique client needs, and developing efficient financial solutions.
You will also be responsible for closing transactions and developing long-term client relationships. The ideal candidate will have strong analytical talents, great communication skills, and a thorough knowledge of financial products and services.
Join us and assist clients in making sound financial decisions for a secure future
Responsibilities
- Provide strategic advice across a variety of financial products and services (debt management, cash management, insurance coverage, investments)
- Assess client’s overall financial picture, understand their needs and develop a solid financial plan
- Guide clients towards a profitable and secure financial decision
- Cultivate client base and build win-win relationships
- Network, generate leads and grab opportunities to sell mutual funds, stocks, bonds etc to meet sales quotas
- Keep abreast of new industry’s trends and research market to back up financial consulting
- Oversee the course of the financial plan and update it, if necessary, to ensure profits
- Comply with all industry rules and regulations
- Liaise with providers, solicitors, valuers and other professionals
Requirements and skills
- Proven working experience as a Financial Advisor, Controller, Planner, Specialist or relevant experience
- Track record of successful financial guidance
- Ability to analyse market’s financial data and to provide appropriate data-based advice
- Strong communication, negotiation and presentation skills
- Accuracy, attention to detail and the ability to explain complex information clearly and simply
- Excellent PC knowledge and ability to operate database systems
- Current certificate of qualifications (FCA, CII, DipFA, CISI or other)
- BS degree in Finance or related field
Salary range
The salary range for financial advisor is between RM 3,800 to RM 8,300.