Wealth Advisor

About the role

Join Xpert Advisory Enterprise as a Wealth Advisor based in the heart of Kuala Lumpur City Centre, Kuala Lumpur. As a Wealth Advisor, you will play a pivotal role in providing financial planning and investment management services to our high-net-worth clients. This is a full-time position that offers excellent opportunities for career progression within our growing financial services organisation.

What you'll be doing

• Develop and manage comprehensive financial plans for individual and family clients
• Provide investment advisory services, including asset allocation, portfolio construction and performance monitoring
• Conduct market research and stay up-to-date with financial products, regulations and industry trends
• Build and maintain strong, long-term relationships with clients through excellent client service
• Collaborate with other Xpert Advisory Enterprise teams to deliver holistic wealth management solutions
• Contribute to the growth and development of the Wealth Advisory practice

What we're looking for

What we offer

At Xpert Advisory Enterprise, we are committed to providing our employees with a supportive and rewarding work environment. Some of the key benefits of joining our team include :

About us

Xpert Advisory Enterprise is a leading financial services firm that specialises in wealth management, investment advisory and financial planning. With a strong presence in Kuala Lumpur and a growing client base, we are dedicated to helping our clients achieve their financial goals. Our team of experienced professionals is committed to providing personalised, high-quality services to meet the unique needs of each client.

Apply now to join our dynamic team as a Wealth Advisor and embark on an exciting career with Xpert Advisory Enterprise.