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Independent Financial Advisor - Kuala Lumpur
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Independent Financial Advisor
Job summary
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.
Benefits
Qualifications
- A minimum of 5 years of experience as a Financial Advisor in the wealth management industry.
- Transferable client base and AUM is preferred.
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.
Skills
Education
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
- 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
- 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
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.
* The salary benchmark is based on the target salaries of market leaders in their relevant sectors. It is intended to serve as a guide to help Premium Members assess open positions and to help in salary negotiations. The salary benchmark is not provided directly by the company, which could be significantly higher or lower.