Wealth Management Consultant

Company Description

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Role Description

This is a full-time hybrid role for a Wealth Management Consultant. The role is located in Melaka, but some work from home is acceptable. The Wealth Management Consultant will be responsible for providing financial planning, retirement planning, and investment consulting services to clients. Day-to-day tasks include analyzing clients' financial situations, creating customized financial plans, offering investment advice, and working closely with clients to implement and monitor their plans.

Qualifications

• Financial Planning and Retirement Planning skills
• Strong background in Finance and Investments
• Consulting skills, with experience in providing client-focused financial advice
• Excellent analytical and problem-solving skills
• Strong interpersonal and communication skills
• Relevant certifications such as CFP, CFA, or similar are a plus

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