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Major Group
2
Professionals
Sub-Major Group
24
Business And Administration Professionals
Minor Group
241
Finance Professionals
Unit Group
2412
Financial And Investment Advisers
Small Unit Group
2412-01
Finance Officer Grade W41
2412-02
Executive Officer (Finance) Grade L5
2412-03
Corporate Financial Adviser
2412-04
Financial and Investment Adviser
2412-05
E-Commerce Adviser
2412-06
Finance Executive
2412-07
Bank Executive Officer
2412-08
Financial Planner
2412-09
Estate Planner
2412-10
Property Executive
2412-11
Sales Analyst
2412-12
Client Adviser
2412-13
Financial Adviser
2412-14
Evaluation Officer Grade W41
2412-15
Financial Officer
2412-16
Wealth Consultant
2412-17
Leasing Executive
2412-18
Administrative Officer (Investment) Grade N48
2412-19
Financial Consultant
2412-20
Asset Management Executive
2412-21
Human Capital Management (HCM) Consultant
2412-22
Bancassurance Specialist
2412-23
Working Capital Management Specialist
2412-24
Tendering/Bid Specialist
MASCO Code
2412-09
Compare
Estate Planner
Estate Planner advise clients on financial plans about the estate using knowledge of tax and investment strategies, securities, insurance, pension plans, and real estate. Duties include assessing clients' assets, liabilities, cash flow, insurance coverage, tax status, and financial objectives.
Alternative Names
Tasks
interviewing clients to determine financial status and objectives, modified risk and other information needed to plan financial and investment strategies
building and maintaining a client base
analysing the financial profile of companies for the purpose of making investment recommendations
overseeing and coordinating treasury activities such as foreign exchange, money market and bond transactions
arranging to buy and sell stocks and bonds for clients
carrying out inspections, research and analysis of real estate details for the purpose of providing valuation reports
monitoring investment performance and reviewing investment plans based on modified needs and
changes in markets
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KFinancial And Insurance /Takaful Activities
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FB-016-5:2013Financial Planning
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0412Finance, Banking and Insurance
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0413Islamic Banking and Finance
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0414Management and Administration
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0415Marketing and Advertising
Skills
Asas
Active Listening
Proficiency in giving full attention to what other people are saying, taking time to understand the points being made and asking questions as appropriate.
Critical Thinking
Proficiency in using logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions or approaches to problems.
Speaking
Proficiency in communicating effectively as well as convey information verbally and in a way that can understand.
Writing
proficiency in communicating effectively in writing as appropriate for the needs of the audience.
Reading Comprehension
Proficiency in understanding written sentences and paragraphs in work related documents.
Khusus
Analysis
ability to collect and analyze information, problem-solve, and make decisions.
Business Analysis
proficiency in identifying business needs and determining solutions to business problems.
Forecasting
proficiency in making predictions of the future based on past and present data and most commonly by analysis of trends.
Wealth Management
ability to advise regarding financial planning, investment portfolio management and a number of aggregated financial services.
Financial Management
proficiency in planning, organizing, directing and controlling the financial activities.
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