Wealth Solutions Advisor – Client Growth & Advisory

EWA ASIA SDN BHD; Subang Jaya; On-site; MYR 60,000 - 90,000; Full time

Job summary

EWA ASIA SDN BHD in Subang Jaya, Malaysia seeks a wealth advisor to manage client relationships and deliver tailored financial guidance. The role focuses on understanding client goals, risk profiles, and investment preferences to provide personalised wealth solutions.

The successful candidate will advise on investment strategies, support portfolio growth, and expand the client base through networking within the local financial community.

Qualifications

• Manage client relationships and ensure high service standards.
• Assess clients' goals, risk profiles and investment preferences to deliver personalised wealth solutions.
• Provide sound financial advice for wealth management and portfolio growth.

Responsibilities

• Build and manage client relationships to ensure satisfaction and retention.
• Deliver personalised wealth solutions based on clients' goals and risk tolerance.
• Provide investment advice to support portfolio growth and diversification.
• Grow the client base through networking and professional connections.

Skills

Client relations

Financial planning

Investment advisory

Business development

Job description

EWA ASIA SDN BHD in Subang Jaya, Malaysia seeks a wealth advisor to manage client relationships and deliver tailored financial guidance. The role focuses on understanding client goals, risk profiles, and investment preferences to provide personalised wealth solutions.

The successful candidate will advise on investment strategies, support portfolio growth, and expand the client base through networking within the local financial community.