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Independent Financial Advisor

Independent Resourcing ConsultancyKuala Lumpur

30+ days ago

Job description

Job Description

Independent Financial Advisor Kuala Lumpur, Malaysia

Kuala Lumpur, Malaysia

Competitive Package Self Employed Package

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

We are representing a leading International Wealth Management firm looking for an experienced and qualified Independent Financial Advisor to join their team in Malaysia. As an Independent Financial Advisor, you will be responsible for providing expert financial advice to our clients, helping them to achieve their financial goals and secure their financial futures.

Requirements :

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

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

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.

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Financial Advisor • Kuala Lumpur