Growth-Focused Wealth Advisor (Flexible Hours)

Apex Securities Berhad; Selangor; Hybrid; MYR 50,000 - 80,000; Full time

Job summary

A financial service provider in Malaysia is seeking a Wealth Advisor to manage and develop client relationships while driving business growth. Responsibilities include expanding the client base through strategic networking, delivering tailored investment advice, and building trusted relationships with high-net-worth individuals. Candidates should have a relevant diploma or degree and preferably two years of experience in Wealth Management or sales. This role offers flexible working hours and opportunities for professional growth in the finance industry.

Benefits

Flexible Working Hours

Professional career growth in finance industry

Qualifications

• Minimum of 2 years of working experience in the Wealth Management industry or sales related roles.
• Possession of professional qualifications like CFA, CFP, or IPPC is an added advantage.
• Fresh graduates with strong interest in financial services are encouraged to apply.

Responsibilities

• Proactively expand the client base through networking and outreach.
• Deliver tailored investment advice and comprehensive wealth solutions.
• Build and maintain trusted relationships with a diverse clientele.

Skills

Relationship management

Sales

Customer service

Communication

Analytical skills

Education

Diploma or Degree in Finance, Investment, Economics, or related fields

Job description

A financial service provider in Malaysia is seeking a Wealth Advisor to manage and develop client relationships while driving business growth. Responsibilities include expanding the client base through strategic networking, delivering tailored investment advice, and building trusted relationships with high-net-worth individuals. Candidates should have a relevant diploma or degree and preferably two years of experience in Wealth Management or sales. This role offers flexible working hours and opportunities for professional growth in the finance industry.