Independent Financial Advisor - Kuala Lumpur

Independent Resourcing Consultancy Ltd; Kuala Lumpur; On-site; MYR 150,000 - 200,000; Full time

Job summary

A leading consultancy firm in Kuala Lumpur is seeking an Independent Financial Advisor to provide expert financial advice and build client relationships. The ideal candidate has at least 5 years of experience in wealth management and holds relevant certifications. This role offers a competitive package in a supportive environment.

Benefits

Competitive package

Supportive work environment

Qualifications

• A minimum of 5 years of experience as a Financial Advisor in the wealth management industry.
• Transferable client base and AUM is preferred.

Responsibilities

• Build and maintain relationships with clients, providing them with expert financial advice and guidance.
• Conduct thorough financial assessments of clients' current financial situations and future goals.
• Develop and implement personalized financial plans for clients.

Skills

Excellent communication and interpersonal skills

Strong analytical and problem-solving abilities

Ability to work independently and as part of a team

Education

CFP, CFA, or other relevant certifications

Job description

Independent Financial Advisor - Kuala Lumpur

Overview

Independent Financial Advisor Kuala Lumpur, Malaysia

Competitive Package Self Employed Package

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

Responsibilities

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

Qualifications

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

Offer

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.