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Financial Advisor - Kuala Lumpur, Malaysia

deVere Group

London

On-site

GBP 40,000 - 60,000

Full time

13 days ago

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Job summary

deVere Group is seeking Financial Advisors for its Kuala Lumpur office. This role involves managing client portfolios, offering personalized investment advisory services, and building strong client relationships. The ideal candidate will have experience in sales, a passion for client service, and a commitment to continuous professional development.

Benefits

Opportunity for further chartered qualifications

Multitude of career opportunities and progression

Competitive commission bonus

Individual and team training

Client and employee events

Qualifications

Experience in face-to-face sales for investment products.
Previous handling of high-net-worth clients preferred.
Understanding of investment options like lump sum and offshore investments.

Responsibilities

Build and manage a portfolio of wealth management clients.
Conduct in-depth client reviews to tailor financial solutions.
Advise on investment products and financial services.

Skills

Sales experience

Analytical skills

Client relationship management

Attention to detail

Financial services knowledge

Sound judgement

Ambition and drive

2 days ago Be among the first 25 applicants

This position is for our office in Kuala Lumpur, Malaysia, you must be willing to relocate to Malaysia for this role.

Thinking about a new role abroad? Kuala Lumpur could be exactly what you're looking for — a dynamic, fast-growing city with a thriving expat community, low cost of living, and huge career potential across multiple sectors. Whether you're looking to grow professionally, explore new markets, or just experience something completely different, this is a place where opportunity and lifestyle go hand in hand. If a fresh start with real impact is on your radar, it’s time to consider KL.

deVere is a sustainable, rewarding, and award-winning company who strive to make a difference in our clients lives and financial wellbeing.

We are looking for Financial Advisors who want to join us in our Kuala Lumpur office in Malaysia. Not only can we offer the experience to manage a vast and varied portfolio, but we also offer a plethora of training, continual career advancements and the opportunity to learn and grow with the business. Our CEO, Nigel Green, believes that training is at the foundation of what we do and has developed a culture of continued career support, driving our employees career aspirations.

Our culture is built on hard work and supporting our people to succeed while building an affluent

Our commitment and main objective is to deliver personalised, independent financial advice to each of our clients. As a Wealth Advisor, you will have the opportunity to support a number of individual clients with financial management. deVere Group has obtained license's in multiple countries allowing financial planning across borders as well as access to some of the best technical advancements in the industry to help you support your client.

You will be responsible for building solid relationships with clients and assisting them in making better decisions by providing investment advisory services that combine other financial services to address the needs of your portfolio.

Using a consultative process, you will be wholly responsible for gaining as much information about the client’s wants and specific situation, and tailor a personalised strategy using a range of financial products and services.

Key Activities

Build and develop a bank of wealth management clients (B2C only).
Manage and support a portfolio of clients, building strong and trusting relationships as well as maintaining continued strong communication with a personalised advisory approach.
Build continuous AUM (assets under management) by identifying current personal financial needs as well as discovering other financial opportunities and advising on findings.
Conduct in-depth reviews to identify personal and financial needs of our clients and deliver tailored wealth management to your clients.
Deliver needs-based solutions through effective communication and influencing.
You will continuously gather information to assess potential impacts and identify possible risks and opportunities for the client.
Analyse markets globally and the client’s situation to pick the correct products and services for those client’s needs. You will have access to license's across multiple locations.
Advise on a full range of products and services that can be offered. Providing individualised advice on personal wealth across: Lump Sum Investments, Fixed-Income Products, Global Funds, including Equity, VC, ESG, Regular Savings Plans, Portfolio Bonds, International Pension Planning, Fintech.
Stay informed and comply with all relevant legislative, financial, procedural, and quality requirements.

Skills Required

You must have experience in face to face sales and selling investment products.
Service focused with strong numerical and analytical skills with close attention to detail.
Previous experience in managing high net worth clients is desirable but not essential.
An understanding of lump sum investments, offshore investments, fintech, bonds or pension products is highly advantageous.
A trustworthy, financially sound, professional team player that has an instinct to deliver top quality service.
Sound judgement skills and attention to detail can also help you to analyse the risks involved in certain investments.
A proven sales track record would be advantageous.
Have ambition, hunger for success and be driven by targets.

Company Benefits

Opportunity for further chartered qualifications relevant to the industry.
Multitude of career opportunities and progression.
Opportunity to transfer to different locations.
Competitive commission bonus based on a transparent structure.
Individual and team training that supports your development.
Client and employee events.

Kindly attach your CV to the application to be considered.

Seniority level

Seniority level
Associate

Employment type

Employment type
Full-time

Job function

Job function
Sales, Business Development, and Consulting
Industries
Financial Services, Investment Banking, and Banking

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