Financial Consultant

Amazing Advisory Sdn. Bhd

AI-generated summary


This job is for a Financial Consultant. Conduct financial assessments, create personalized plans, recommend investments, optimize estate plans, and educate clients. You might like this job because it involves helping clients achieve their financial goals and building long-term relationships.

RM 2500 - RM 9000

bandar puteri puchong


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 investment allocation and asset allocation to achieve financial goals.
  • Recommend suitable investment products and strategies based on clients' risk tolerance and financial objectives.
  • Monitor and adjust investment portfolios as market conditions and client needs change.
  • Stay informed about financial markets, investment trends, and tax regulations.
  • Evaluate and address risks associated with clients' financial plans and investments.
  • Assist clients in developing estate plans, including wills, trusts, and beneficiary designations.
  • Optimize estate plans to minimize estate taxes and ensure the smooth transfer of assets to heirs.
  • Educate clients about financial concepts, investment options, and the importance of long-term financial planning.
  • Provide ongoing financial education and updates to keep clients informed.
  • Build and maintain strong, long-term client relationships based on trust, integrity, and transparency.
  • Conduct regular client reviews to track progress toward financial goals and make necessary adjustments.

Job Requirements

  •  Candidates must possess at least Diploma, Advanced/Higher/Graduate Diploma, Bachelor’s Degree in any field. Fresh graduates are welcome to apply.
  • Candidates with no experience are welcome to apply, as training is provided.
  • Skills required : Communication skills, Team player.
  • Required language(s): Bahasa Malaysia, English. Prefer Mandarin.
  • Personal goal oriented, motivated, disciplined with an entrepreneur’s mindset.
  • Relevant financial planning and investment management experience.
  • Analytical and problem-solving abilities.
  • Attention to detail and strong organizational skills.
  • Ability to work independently and as part of a team.


Financial Planning
Risk Management
Investment Management
Estate Planning

Company Benefits

Travel Around The World

Do you want to travel around the world?

Dream House

Do you want to own your dream house?

Dream Car

Do you want to own your dream car?

Additional Info

Company Activity

Last active - few days ago

Experience Level

1 - 3 Years of Experience

Career Level

Junior Executive

Job Specialisation

Accounting & Finance

Company Profile

Amazing Advisory Sdn. Bhd-logo-image

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.


Financial Consultant

Amazing Advisory Sdn. Bhd

RM 2500 - RM 9000

bandar puteri puchong