Financial Planner, Malaysia

Independent Resourcing Consultancy Ltd; Kuala Lumpur; On-site; MYR 80,000 - 120,000; Full time

Job summary

A financial consultancy firm in Kuala Lumpur seeks an experienced Financial Planner to provide expert financial guidance and personalized plans to clients. The ideal candidate should have over 5 years of experience in wealth management, along with relevant certifications such as CFP or CFA. This role offers a competitive compensation package and a collaborative work environment.

Benefits

Competitive compensation package

Qualifications

• Minimum of 5 years of experience as a Financial Advisor in wealth management.
• Possess prestigious certifications like CFP, CFA.
• Demonstrate ability to work independently and in a team.

Responsibilities

• Cultivate and maintain strong client relationships.
• Conduct thorough financial evaluations of clients' financial status.
• Develop tailored financial plans for clients.

Skills

Exceptional communication skills

Analytical and problem-solving capabilities

Interpersonal abilities

Education

CFP, CFA or other relevant 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.