Independent Financial Advisor - Kuala Lumpur, Malaysia
Job Reference: 696KL
Date Posted: 13 June 2024
Recruiter: Independent Resourcing Consultancy
Location: Kuala Lumpur
Salary: On Application
Bonus/Benefits: Competitive Package
Sector: Financial Advisers
Job Type: Permanent
Contact: Maria Inglis
Email: [Confidential Information]
Job Description
Job Advertisement: Independent Financial Advisor for Leading Wealth Management Firm in Kuala Lumpur, Malaysia
We are representing an International leading Wealth Management firm in Malaysia, looking for an experienced and qualified Independent Financial Advisor to join their team. As an Independent Financial Advisor, you will be responsible for providing expert financial advice to clients, helping them to achieve their financial goals and secure their financial futures.
Requirements:
- A minimum of 5 years of experience as a Financial Advisor in the wealth management industry
- Industry leading qualifications such as CFP, CFA, or other relevant certifications
- Transferable client base and AUM
- Excellent communication and interpersonal skills
- Strong analytical and problem-solving abilities
- Ability to work independently and as part of a team
Responsibilities:
- Build and maintain relationships with clients, providing them with expert financial advice and guidance
- Conduct thorough financial assessments of clients current financial situations and future goals
- Develop and implement personalized financial plans for clients, including investment, retirement, and tax planning strategies
- Monitor clients financial progress and adjust plans as necessary
- Keep up-to-date with industry trends and regulations to ensure compliance and provide the best possible service to clients
Offering a competitive package, as well as a supportive and collaborative work environment. If you meet the above requirements and are passionate about helping clients achieve their financial goals, we encourage you to apply for this exciting opportunity.
Please submit your resume and cover letter to [HIDDEN TEXT] with the subject line 696KL Independent Financial Advisor Malaysia or click to apply today.
