Financial Planner

Prestige IFA Jobs; Kuala Lumpur; Sur place; MYR 120 000 - 180 000; Plein temps

Avantages offerts par ce poste

Relocation assistance

Visa sponsorship

Professional development

Uncapped commissions

International client base

Résumé du poste

Prestige IFA Jobs in Kuala Lumpur seeks an expatriate wealth advisor to deliver cross-border financial planning for international clients. You will build lasting client relationships and provide expert guidance on investments, pensions, and protection strategies.

The role requires offshore advisory experience, UK financial qualifications (DipPFS, CISI Level 4, CFP or equivalents), and 2–3 years of client-facing experience in wealth management.

Qualifications

• Experience advising offshore clients with a book of business.
• 2–3 years of client advisory experience in financial services.
• Strong knowledge across investments, pensions and wealth management.

Responsabilités

• Provide expert financial guidance and wealth management to expatriate clients.
• Deliver cross-border financial planning and international portfolio management.
• Complete thorough financial fact-finds and risk profiling for each engagement.
• Produce tailored plans covering retirement, investment, and protection.
• Advise on UK pension options and QROPS transfers.
• Maintain regulatory compliance and industry best practices.

Connaissances

Client advisory

Relationship building

Communication skills

Expatriate wealth management

Formation

DipPFS

CISI Level 4

CFP

Description du poste

Day-to-day accountabilities

• Provide expert financial guidance and wealth management solutions to expatriate clients
• Build client loyalty through consistent, high-quality advice and personal service
• Complete thorough financial fact-finds and risk profiling for each client engagement
• Produce tailored financial plans covering retirement, investment, and protection requirements
• Deliver cross-border financial planning expertise and international portfolio management
• Advise on UK pension options, QROPS transfers, and expatriate wealth strategies
• Adhere strictly to regulatory compliance frameworks and industry best practices

Qualifications & Requirements

• Must have offshore experience with a book of business
• UK financial advisory qualification essential (DipPFS, CISI Level 4, CFP or recognised equivalent)
• Proven client advisory experience of 2-3 years within the financial services industry
• Strong technical knowledge across investments, pensions, and wealth management
• Exceptional relationship-building and communication skills
• International or expatriate client advisory experience is a plus
• Commitment to professional standards, ethics, and regulatory compliance

Package and support

• Competitive uncapped commission structure for high achievers
• Ongoing professional development and training initiatives
• Relocation assistance and visa sponsorship available
• Opportunity to develop an international client base across multiple markets
• Full administrative and compliance backing
• Career development within a fast-growing international advisory firm

About Kuala Lumpur, Malaysia

Kuala Lumpur provides an exceptional environment for financial professionals, featuring modern infrastructure, a flourishing expatriate community, and attractive tax conditions. The city is well-connected within the international financial services network.

Applicants should have at least three (3) client-facing experience in wealth management or life insurance advisory, with recognised investment qualifications (e.g., CISI, CII, or equivalent). This is a performance-driven, client-facing role focused on relationship development and growth.UK-based IFAs are eligible to apply; experienced IFAs already working overseas may also be considered. UK-recognised financial advisory qualifications required (DipPFS, CISI Level 4, CFP or equivalent).