Executive Wealth Advisor

Synergy Group; Petaling Jaya; On-site; MYR 90,000 - 150,000; Full time

Job summary

Synergy Group in Petaling Jaya is seeking an Executive Wealth Advisor to deliver holistic financial advisory services on a full-time, on-site basis. You will assess client needs, design tailored wealth strategies, and conduct regular portfolio reviews to help clients meet their financial goals.

The role involves meeting clients, performing financial and retirement analyses, recommending investment and protection solutions, and ensuring adherence to regulatory and internal standards.

Qualifications

• Experience in financial planning to design long-term client strategies.
• Knowledge of investments and wealth management to match client goals and risk.
• Strong foundation in finance to interpret data, market trends and product features.
• Relevant academic background in finance, economics or business.
• Professional certifications (e.g., CFP) and regulatory licenses are advantageous.
• Demonstrated client relationship management, communication and integrity are essential.
• Proven ability to meet targets and work in a team-focused environment.

Responsibilities

• Meet clients to assess financial needs and goals.
• Conduct financial and retirement analyses and develop tailored wealth plans.
• Recommend investment and protection solutions aligned with risk profiles.
• Provide ongoing portfolio reviews and performance updates.
• Ensure regulatory and company standards are followed in all activities.
• Support business development, training and mentoring within the team.

Skills

Financial Planning

Investments & Wealth Mgmt

Finance Basics

Education

Degree in Finance/Economics/Business

CFP or equivalent certification (advantage)

Job description

Role Description

The Executive Wealth Advisor is a full-time commission based, on-site role based in Petaling Jaya. This position is responsible for providing holistic financial advisory services, including assessing client needs, developing tailored wealth strategies, and offering ongoing portfolio reviews. Day-to-day tasks include meeting clients, conducting financial and retirement needs analyses, recommending suitable investment and protection solutions, and ensuring compliance with regulatory and company standards. The Executive Wealth Advisor will also support business development activities, participate in training and mentoring programs, and collaborate with the wider team to deliver high-quality wealth management services.

Qualifications

• Candidates should possess strong skills in Financial Planning to design comprehensive, long-term client strategies.
• Candidates should possess solid knowledge of Investments and Wealth Management Services to recommend appropriate solutions aligned with client goals and risk profiles.
• Candidates should possess a good foundation in Finance to interpret financial data, market trends, and product features.
• Relevant academic background in Finance, Economics, Business, or a related field is beneficial.
• Professional certifications (e.g., CFP or equivalent) and applicable regulatory licenses are an advantage.
• Demonstrated client relationship management skills, strong communication abilities, and a high level of integrity are essential.
• Proven ability to work towards targets, manage time effectively, and collaborate in a team-focused environment.