Introduction Of MASCO Users of MASCO Structure Of Classification Progressive Wage Policy
Index Directory Statistic Publication Agency
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
Kod MASCO
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
  • K
    Financial And Insurance /Takaful Activities
  • FB-016-5:2013
    Financial Planning
  • 0412
    Finance, Banking and Insurance
  • 0413
    Islamic Banking and Finance
  • 0414
    Management and Administration
  • 0415
    Marketing and Advertising
Skills
Critical Thinking
Speaking
Writing
Wealth Management
Analysis
Financial Management
Business Analysis
Forecasting
Reading Comprehension
Active Listening
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Laporan Kewangan
Analisis Faktor
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Courses
Kursus Layak Dituntut
Kursus e-Latih Online
Kursus TVET Madani