Investment Advisor: Build Wealth for Clients (Remote)

OCBC company

Malaysia

On-site

MYR 60,000 - 90,000

Full time

14 days+
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Benefits offered by this job

Competitive base salary
Holistic, flexible benefits
Industry-leading learning opportunities

Job summary

A leading financial services provider in Malaysia is seeking an experienced Investment Advisor to help clients achieve their financial goals. In this role, you'll understand clients' investment needs and provide tailored advice. Ideal candidates will have a degree in finance or economics, at least 3 years in a similar role, and strong analytical skills. The company offers competitive salaries and a comprehensive benefits package in a friendly, supportive environment.

Qualifications

  • At least 3 years of experience in a similar role.
  • Strong analytical and problem-solving skills required.
  • Excellent communication skills are necessary.

Responsibilities

  • Meet with clients to understand their investment needs and goals.
  • Conduct financial analysis and provide tailored investment advice.
  • Develop and implement investment strategies for clients.
  • Build and maintain relationships with clients.

Skills

Strong analytical and problem-solving skills
Excellent communication and interpersonal skills
Ability to build trust and rapport with clients
Strong knowledge of investment products and markets

Education

Degree in finance or economics

Job description

A leading financial services provider in Malaysia is seeking an experienced Investment Advisor to help clients achieve their financial goals. In this role, you'll understand clients' investment needs and provide tailored advice. Ideal candidates will have a degree in finance or economics, at least 3 years in a similar role, and strong analytical skills. The company offers competitive salaries and a comprehensive benefits package in a friendly, supportive environment.
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