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Independent Financial Advisor - Kuala Lumpur
Independent Resourcing Consultancy LtdKuala Lumpur, Kuala Lumpur, Malaysia30+ hari lalu
Penerangan pekerjaanA 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
Independent Financial Advisor - Kuala Lumpur
Overview
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
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
Qualifications
Offer
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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