9021

lavori da Management in località Malaysia

Independent Financial Advisor - Kuala Lumpur

Independent Resourcing Consultancy Ltd

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MYR 150.000 - 200.000
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Independent Financial Advisor - Kuala Lumpur
Independent Resourcing Consultancy Ltd
Kuala Lumpur
In loco
MYR 150.000 - 200.000
Tempo pieno
30+ giorni fa

Descrizione del lavoro

A leading consultancy firm in Kuala Lumpur is seeking an Independent Financial Advisor to provide expert financial advice and build client relationships. The ideal candidate has at least 5 years of experience in wealth management and holds relevant certifications. This role offers a competitive package in a supportive environment.

Servizi

Competitive package
Supportive work environment

Competenze

  • A minimum of 5 years of experience as a Financial Advisor in the wealth management industry.
  • Transferable client base and AUM is preferred.

Mansioni

  • Build and maintain relationships with clients, providing them with expert financial advice and guidance.
  • Conduct thorough financial assessments of clients' current financial situations and future goals.
  • Develop and implement personalized financial plans for clients.

Conoscenze

Excellent communication and interpersonal skills
Strong analytical and problem-solving abilities
Ability to work independently and as part of a team

Formazione

CFP, CFA, or other relevant certifications
Descrizione del lavoro
Independent Financial Advisor - Kuala Lumpur
Overview

Independent Financial Advisor Kuala Lumpur, Malaysia

Competitive Package Self Employed Package

Job Advertisement: Independent Financial Advisor for Leading Wealth Management Firm in Kuala Lumpur, Malaysia

Responsibilities
  • Build and maintain relationships with clients, providing them with expert financial advice and guidance
  • Conduct thorough financial assessments of clients\' current financial situations and future goals
  • Develop and implement personalized financial plans for clients, including investment, retirement, and tax planning strategies
  • Monitor clients\' financial progress and adjust plans as necessary
  • Keep up-to-date with industry trends and regulations to ensure compliance and provide the best possible service to clients
Qualifications
  • A minimum of 5 years of experience as a Financial Advisor in the wealth management industry
  • Industry leading qualifications such as CFP, CFA, or other relevant certifications
  • Transferable client base and AUM
  • Excellent communication and interpersonal skills
  • Strong analytical and problem-solving abilities
  • Ability to work independently and as part of a team
Offer

Offering a competitive package, as well as a supportive and collaborative work environment. If you meet the above requirements and are passionate about helping clients achieve their financial goals, we encourage you to apply for this exciting opportunity.

* Il benchmark retributivo si basa sugli obiettivi retributivi dei leader del mercato nei rispettivi settori. È pensato per orientare gli utenti Premium nella valutazione delle posizioni aperte e aiutarli a negoziare la propria retribuzione. Tale benchmark non è fornito direttamente dall'azienda, quindi la retribuzione effettiva potrà risultare anche notevolmente superiore o inferiore.