Senior Independent Financial Advisor – Wealth Management

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

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!