Financial Planner, Malaysia

Independent Resourcing Consultancy Ltd; Kuala Lumpur; On-site; MYR 60,000 - 90,000; Full time

Job summary

A prestigious International Wealth Management firm in Kuala Lumpur is seeking an experienced Independent Financial Advisor. This role involves providing specialized financial guidance to clients, developing personalized financial plans, and cultivating client relationships in a supportive environment. Relevant certifications like CFP or CFA and 5+ years of experience are required for this exciting opportunity.

Benefits

Competitive compensation package

Supportive work environment

Professional growth opportunities

Qualifications

• Minimum 5 years of experience as a Financial Advisor.
• Possess CFP, CFA or other qualifications.
• Transferable client base and AUM.
• Exceptional communication and interpersonal skills.

Responsibilities

• Cultivate and maintain strong client relationships while providing expert financial advice.
• Conduct thorough financial evaluations and develop tailored financial plans.
• Monitor clients' financial progress and adjust plans when necessary.

Skills

Communication Skills

Interpersonal Abilities

Analytical Skills

Problem-Solving Capabilities

Education

CFP Certification

CFA Certification

Relevant Financial Qualifications

Job description

About the job Financial Planner, Malaysia

Our client is an esteemed International Wealth Management firm seeking an experienced and certified Independent Financial Advisor to join their team in Kuala Lumpur, Malaysia.

The selected candidate will be entrusted with providing specialized financial guidance to clients, aiding them in achieving their financial aspirations and strengthening their financial security.

This opportunity in Kuala Lumpur offers the following highlights:

- Collaborate with a prestigious and globally recognized Wealth Management firm.

- Deliver expert financial advice to a diverse client base, assisting them in reaching their financial goals and securing their financial futures.

- Utilize your expertise and qualifications, such as CFP, CFA, or other relevant certifications.

- Engage in a collaborative and supportive work environment that fosters professional growth and development.

- Competitive compensation package offered by our client.

- Assume a key role in establishing and nurturing client relationships, conducting financial assessments, and devising personalized financial plans.

Requirements:

- Possess a minimum of 5 years of experience as a Financial Advisor in the wealth management industry.

- Hold prestigious certifications like CFP, CFA, or other relevant qualifications.

- Bring along a transferable client base and Assets Under Management (AUM).

- Demonstrate exceptional communication skills and adept interpersonal abilities.

- Showcase strong analytical and problem-solving capabilities.

- Exhibit the ability to work independently as well as within a team.

Responsibilities:

- Cultivate and maintain strong client relationships while providing expert financial advice and direction.

- Conduct thorough financial evaluations of clients current financial status and future objectives.

- Develop tailored financial plans for clients, encompassing investment, retirement, and tax planning strategies.

- Monitor clients financial progress and make adjustments to plans when necessary.

- Stay updated on industry trends and regulations to ensure compliance and deliver optimal service to clients.

Our client provides a competitive compensation package and a supportive work environment. If you meet the criteria and have a passion for assisting clients in achieving their financial goals, we encourage you to apply for this exciting opportunity in Kuala Lumpur.

Our client provides a competitive compensation package and a supportive work environment. If you meet the criteria and have a passion for assisting clients in achieving their financial goals, we encourage you to apply for this exciting opportunity in Kuala Lumpur.