Wealth Advisor (KL, PJ, JB & Penang)

Apex Securities Berhad; Selangor; Hybrid; MYR 50,000 - 80,000; Full time

Job summary

A financial service provider in Malaysia is seeking a Wealth Advisor to manage and develop client relationships while driving business growth. Responsibilities include expanding the client base through strategic networking, delivering tailored investment advice, and building trusted relationships with high-net-worth individuals. Candidates should have a relevant diploma or degree and preferably two years of experience in Wealth Management or sales. This role offers flexible working hours and opportunities for professional growth in the finance industry.

Benefits

Flexible Working Hours

Professional career growth in finance industry

Qualifications

• Minimum of 2 years of working experience in the Wealth Management industry or sales related roles.
• Possession of professional qualifications like CFA, CFP, or IPPC is an added advantage.
• Fresh graduates with strong interest in financial services are encouraged to apply.

Responsibilities

• Proactively expand the client base through networking and outreach.
• Deliver tailored investment advice and comprehensive wealth solutions.
• Build and maintain trusted relationships with a diverse clientele.

Skills

Relationship management

Sales

Customer service

Communication

Analytical skills

Education

Diploma or Degree in Finance, Investment, Economics, or related fields

Job description

As a Wealth Advisor - you'll be responsible for managing and developing relationships with clients to drive business growth and meet the firm’s strategic objectives. You’ll help clients set their personal wealth goals, manage investments, and create portfolios for long-term growth that suits their risk appetite.

You’ll be supported by specialists in the areas of investment products to provide clients with comprehensive solutions. This is an opportunity for you to demonstrate your relationship management, sales, customer service, and communications skills.

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.

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.

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.

Flexible Working Hours and Professional career growth in finance industry.

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