Independent Financial Advisor - Kuala Lumpur

Independent Resourcing Consultancy Ltd; Kuala Lumpur; On-site; USD 14,000 - 24,000; Full time

Job summary

Join a leading international wealth management firm as an Independent Financial Advisor in Kuala Lumpur. This exciting opportunity is perfect for experienced professionals with a passion for helping clients secure their financial futures. You will leverage your expertise to provide tailored financial advice, build strong client relationships, and develop personalized financial strategies. In a supportive and collaborative work environment, you will have the chance to make a significant impact on clients' financial journeys while staying updated with industry trends. If you're ready to take your career to the next level and make a difference, we encourage you to apply!

Qualifications

• 5+ years of experience as a Financial Advisor in wealth management.
• Industry leading qualifications such as CFP or CFA.

Responsibilities

• Build and maintain relationships with clients, providing expert financial advice.
• Develop personalized financial plans including investment and retirement strategies.

Skills

Financial Advisory

Client Relationship Management

Analytical Skills

Communication Skills

Problem-Solving Abilities

Education

CFP Certification

CFA Certification

Job description

Job Advertisement: Independent Financial Advisor for Leading Wealth Management Firm in Kuala Lumpur, Malaysia

We are representing a leading International Wealth Management firm looking for an experienced and qualified Independent Financial Advisor to join their team in Malaysia. As an Independent Financial Advisor, you will be responsible for providing expert financial advice to our clients, helping them to achieve their financial goals and secure their financial futures.

Requirements:

1. A minimum of 5 years of experience as a Financial Advisor in the wealth management industry
2. Industry leading qualifications such as CFP, CFA, or other relevant certifications
3. Transferable client base and AUM
4. Excellent communication and interpersonal skills
5. Strong analytical and problem-solving abilities
6. Ability to work independently and as part of a team

Responsibilities:

1. Build and maintain relationships with clients, providing them with expert financial advice and guidance
2. Conduct thorough financial assessments of clients' current financial situations and future goals
3. Develop and implement personalized financial plans for clients, including investment, retirement, and tax planning strategies
4. Monitor clients' financial progress and adjust plans as necessary
5. Keep up-to-date with industry trends and regulations to ensure compliance and provide the best possible service to clients

Offering a competitive package, as well as a supportive and collaborative work environment. If you meet the above requirements and are passionate about helping clients achieve their financial goals, we encourage you to apply for this exciting opportunity.