Financial Consultant
Provide tailored financial advice to individuals and businesses.
Job opportunities
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Jobs in Jobstreet right nowJob growth
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In the last yearSalary
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Typical monthly salaryJob satisfaction
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Job opportunities
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Jobs in Jobstreet right nowSalary
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Typical monthly salaryJob growth
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In the last yearJob satisfaction
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On this page
- What's it like to be a Financial Consultant?
- How to become a Financial Consultant
- Latest Financial Consultant jobs
- Top skills and experience for Financial Consultants
What's it like to be a Financial Consultant?
A Financial Consultant helps individuals or organisations manage their finances, make informed decisions, and set short and long-term financial goals. They can offer expert advice on topics such as investment, tax strategies, insurance and retirement plans. Financial consultants can work in various settings such as finance companies, investment firms, or might be self-employed and handling their own personal clients.
Tasks and duties
- Assessing clients' current financial status and identifying their goals.
- Developing tailored financial plans to help clients achieve their objectives.
- Providing expert consultation on financial topics like tax planning, insurance requirements and investment strategies.
- Evaluating potential investments and financial products to make recommendations in line with clients' financial plans.
- Monitoring clients' financial plans and making adjustments as needed, in accordance with changes in client circumstances or financial markets.
- Keeping up to date with market trends, laws and regulations relating to financial planning.
- Creating and maintaining good relationships with clients to encourage a long-term working relationship.
How to become a Financial Consultant
To become a Financial Consultant, obtaining a relevant degree in finance or a related field is crucial for gaining the necessary knowledge and skills.
- Consider obtaining a bachelor’s degree in finance, banking, economics, business administration, or any specialized finance-related field. Courses in areas such as risk management can also be beneficial for developing specific expertise in your chosen field.
- Gain professional certifications such as CFP (Certified Financial Planner) or CFA (Chartered Financial Analyst) to enhance your credibility and expertise in financial consulting.
- Acquire practical experience by working in financial institutions, investment firms, or related industries to develop hands-on skills and industry insights.
- Register with the Securities Commission Malaysia (SC) and obtain necessary licenses, such as the Capital Markets Services Representative’s License (CMSRL), to legally practice as a financial consultant.
- Continuously update your knowledge and skills through professional development, training programs, and staying informed about the latest market trends and regulatory changes.
Compare your salary
Find out how your salary compares with the average salary for Financial Consultants.Latest Financial Consultant jobs on Jobstreet
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Skills and experience employers are looking for
Having the right skills and experience can make you an in-demand applicant. Financial Consultant employers on Jobstreet are looking for job seekers with expertise in the following areas. Financial Planning
Wealth Management
Retirement Planning
Estate Planning
Relationship Management
Investment Planning
Educational Planning
Financing
Financial Assessment
Insurance Products
Career Development
Bancassurance
Financial Consultation
Product Knowledge
Financial Acumen
Sales
Financial Services
Rapport Building
Retail Banking
Marketing
Source: Jobstreet job ads and Jobstreet Profile data
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