Independent Financial Advisor - Kuala Lumpur, Malaysia

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

Job summary

An established industry player in wealth management is seeking an experienced Independent Financial Advisor to join their dynamic team in Kuala Lumpur. In this pivotal role, you will provide expert financial advice to clients, helping them navigate their financial journeys and achieve their goals. With a focus on building strong client relationships, you will conduct thorough assessments and develop tailored financial strategies. This opportunity offers a competitive package and a supportive work environment, perfect for passionate professionals eager to make a significant impact in clients' lives. If you have the drive and qualifications, this could be your next great career move.

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 client relationships, providing expert financial advice.
• Develop personalized financial plans including investment and tax strategies.

Skills

Financial Advisory

Communication Skills

Analytical Skills

Interpersonal Skills

Problem-Solving

Education

CFP Certification

CFA Certification

Job description

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

We are representing an International leading Wealth Management firm in Malaysia, looking for an experienced and qualified Independent Financial Advisor to join their team. As an Independent Financial Advisor, you will be responsible for providing expert financial advice to 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.