Wealth Advisor

Apex Equity Holdings Berhad; Selangor; On-site; MYR 45,000 - 60,000; Full time

Job summary

A leading financial services firm is seeking a Wealth Management professional to drive new client acquisition and manage investment product sales. The ideal candidate will expand the client base through networking, deliver tailored investment advice, and build long-term relationships with high-net-worth individuals and institutional investors. A Diploma or Degree in Finance or related field and a minimum of 2 years experience in Wealth Management or sales roles are preferred. Opportunities available across multiple locations in Malaysia.

Qualifications

• Minimum of 2 years of working experience in Wealth Management or sales roles.
• Fresh graduates with strong interest in financial services are encouraged to apply.
• Possession of CMSRL for Module 6 & 7 or FIMM’s UTC license is advantageous.

Responsibilities

• Proactively expand client base through strategic networking.
• Market and distribute investment products to clients.
• Deliver tailored investment advice that aligns with clients’ financial objectives.

Skills

Analytical skills

Client relationship management

Sales techniques

Investment advisory

Education

Diploma or Degree in Finance, Investment, Economics

Job description

5mo ago , from Apex Equity Holdings Berhad

Job Description

• New Client Acquisition – Proactively expand the client base by identifying and converting high‑potential prospects through strategic networking, targeted outreach, event participation, collaborative partnerships, and consultative selling techniques.
• Investment Product Sales & Distribution – Market and distribute Apex Securities’ suite of investment products and solutions to a broad base of clients and investors by leveraging personal networks, referrals, and strategic outreach initiatives.
• Investment Advisory – Deliver tailored investment advice and comprehensive wealth solutions that align with each client’s financial objectives, risk profile, and investment preferences.
• Client Relationship Management – Build, maintain, and deepen trusted relationships with a diverse clientele including high‑net‑worth individuals, business owners, and institutional investors to ensure long‑term engagement and portfolio growth.

Job Requirements

• Diploma or Degree in Finance, Investment, Economics, or related fields is preferred.
• Minimum of 2 years of working experience in the Wealth Management industry and/or sales related roles is preferred.
• Fresh graduates with strong interest in financial services are also encouraged to apply.
• Candidates holding Capital Markets Services Representative’s License (CMSRL) for Module 6 & 7 and/or FIMM’s Unit Trust Consultant (UTC) license will have an added advantage.
• Possession of professional qualifications such as Chartered Financial Analyst (CFA), Certified Financial Planner (CFP), or Investment Planning and Portfolio Construction (IPPC) is an added advantage.
• Strong analytical skills with the ability to assess financial market trends.
• Able to understand clients’ financial needs and develop suitable portfolio strategies.
• Demonstrated ability to position and promote Wealth Management products effectively in line with market conditions.
• We are hiring for this role across all our branch locations – KL, PJ, Penang, JB, and Melaka.

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