Financial Advisor

  • Perak
  • Permanent
  • Full-time
  • 21 days ago
Company Description Incorporated on 23 October 1975, AFFIN Group is advancing towards its 50th anniversary in 2025, showcasing a commitment to growth, innovation, and financial excellence. Operating as the financial holding entity, AFFIN BANK, along with AFFIN ISLAMIC, AFFIN HWANG, and Affin Moneybrokers, offers a wide range of financial products and services. Serving individual, enterprise, commercial, and corporate clients, AFFIN Group prioritizes segments like Community Banking, Enterprise Banking, Corporate Banking, Treasury, and Investment Banking. For more information, please visit www.affingroup.com. Role Description This is a full-time hybrid role for a Financial Advisor located in Sitiawan, with some work-from-home flexibility. The Financial Advisor will provide tailored financial planning and advice to clients, assist with retirement planning, and manage investment strategies. Daily tasks include assessing clients' financial situations, developing comprehensive financial plans, and staying updated on financial products and regulations. Qualifications Proficiency in Financial Planning and Finance Knowledge of Retirement Planning and Investments Experience in providing Financial Advisory services Strong analytical and problem-solving skills Excellent interpersonal and communication skills Ability to work independently as well as part of a team Bachelor&aposs degree in Finance, Business, Economics, or a related field Relevant certifications such as CFP or CFA are a plus Show more Show less

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