Financial Planner

Jalan Kuching Boulevard Business Park, Kuala Lumpur
Posted today
Company:
AI Data Matrix
Company Description:
We acts as financial planner and consultant helping customers to restructure existing loans, mortgages and other financial tools so that they are able to manage their finances in their business and their lives , At the same time, we also helps customers to use AI to do social media marketing in order to get leads and promote their products and services. We offer human resources to help companies to look for local or foreign workers.
Contract Type:
Full Time
Experience Required:
No Experience
Education Level:
Diploma
Number of vacancies:
10

Job Description

(1)Make cold calls to look for customers and follow up

(2)Review all existing loans, credit lines, and liabilities to analyze interest rates, repayment terms, and prioritize high-cost debts for restructuring.

(3)Recommend debt consolidation options (like balance transfers or consolidation loans) to simplify multiple payments into one manageable plan.

(4)Adjust budgets and cash flow to allocate more funds toward debt repayment while maintaining essential expenses.

(5)Develop long-term strategies to improve creditworthiness, prevent future debt buildup, and align repayments with financial goals.
Salary:
RM 1,800.00 Monthly