Independent Financial Advisor - Kuala Lumpur

Independent Resourcing Consultancy Ltd; Kuala Lumpur; On-site; MYR 60,000 - 100,000; Full time

Job summary

An established industry player in wealth management is seeking an experienced Independent Financial Advisor to join their dynamic team. This role involves providing expert financial advice to clients, helping them achieve their financial goals and secure their futures. You will leverage your extensive experience and industry-leading qualifications to build and maintain client relationships, conduct thorough financial assessments, and develop personalized financial plans. The company offers a competitive self-employed package along with a supportive work environment, making it an exciting opportunity for those passionate about financial advisory services.

Qualifications

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

Responsibilities

• Build and maintain relationships with clients, providing expert financial advice.
• Develop and implement personalized financial plans for clients.

Skills

Excellent communication skills

Interpersonal skills

Analytical skills

Problem-solving abilities

Ability to work independently

Team collaboration

Education

CFP certification

CFA certification

Other relevant certifications

Job description

Independent Financial Advisor Kuala Lumpur, Malaysia

Location: Kuala Lumpur, Malaysia

Package: Competitive Self Employed Package

Job Advertisement:

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.