Client Portfolio Advisor

At JIA Asset Management, we provide our clients with an independent and fully customized wealth management experience, specializing in portfolio management. Our clients receive personalized service throughout their experience with us, with an individualised approach to meet their needs. Based in Kuala Lumpur, our office offers a unique global reach with a local touch. Licensed by the Securities Commission of Malaysia, we collaborate with local and international partners to bring clients a range of solutions in one place.

Role Description

This is a full-time on-site role for a Client Portfolio Advisor located in WP Kuala Lumpur. The Client Portfolio Advisor will be responsible for managing client portfolios, ensuring client satisfaction, building and maintaining client relationships, and providing exemplary customer service. The advisor will also assist clients deliver tailored wealth management solutions and communicate effectively with clients.

Qualifications

• Ability to build and maintain strong client relationships
• Client Relations, Customer Satisfaction, and Communication skills
• Strong networking skills and able to function well in a team
• Relevant experience in wealth management
• Bachelor's degree in Finance, Economics, Business, or a related field
• Professional certifications such as CFA, CFP, CMSRL or similar will be advantageous

Seniority level : Entry level

Employment type : Full-time

Job function : Consulting, Information Technology, and Sales

Industries : Investment Management

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