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Amazing Advisory Sdn. Bhd

We are one of the nationwide's fastest growing financial product sales marketing company in cooperation with Great Eastern and OCBC Bank, specialized in helping client in risk management, retirement planning and investment. In view of our business expansion, we are seeking dynamic and confident individuals to join us.

We are committed to build a team of young millionaires and financial consultants to assist our client to achieving their financial goal while maintaining their financial security.

Company Overview

We are an established marketing company in financial services that is in partnership with Great Eastern and OCBC Bank offering complete wealth management and financial services to both individual and corporate clients.

Other Benefits:
<ul>
<li>We commit to a friendly and professional work environment.</li>
<li>We provide opportunities for career advancement within the company.</li>
<li>We provide training to develop skill and knowledge among our staffs</li>
<li>We provide free oversea trip every year&nbsp;</li>
</ul>

Why Join Us ?

<ul>
<li>Conduct comprehensive financial assessments of clients to determine their financial goals, risk tolerance, and investment preferences.</li>
<li>Gather information on clients' income, expenses, assets, and liabilities to create a detailed financial profile.</li>
<li>Develop personalized financial plans that align with clients' short-term and long-term financial objectives.</li>
<li>Create strategies for wealth accumulation, retirement planning, tax optimization, and estate planning.</li>
<li>Provide guidance on investment allocation and asset allocation to achieve financial goals.</li>
<li>Recommend suitable investment products and strategies based on clients' risk tolerance and financial objectives.</li>
<li>Monitor and adjust investment portfolios as market conditions and client needs change.</li>
<li>Stay informed about financial markets, investment trends, and tax regulations.</li>
<li>Evaluate and address risks associated with clients' financial plans and investments.</li>
<li>Assist clients in developing estate plans, including wills, trusts, and beneficiary designations.</li>
<li>Optimize estate plans to minimize estate taxes and ensure the smooth transfer of assets to heirs.</li>
<li>Educate clients about financial concepts, investment options, and the importance of long-term financial planning.</li>
<li>Provide ongoing financial education and updates to keep clients informed.</li>
<li>Build and maintain strong, long-term client relationships based on trust, integrity, and transparency.</li>
<li>Conduct regular client reviews to track progress toward financial goals and make necessary adjustments.</li>
</ul>

This job is for a Financial Advisor/Financial Planner who creates personalized financial plans, monitors investments, and educates clients. You might like this job because you get to help clients achieve their financial goals through tailored strategies.

Financial Services

Sales Prospecting




-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...

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Company Profile

Amazing Advisory Sdn. Bhd