Independent Financial Advisor - Kuala Lumpur
Independent Financial Advisor - Kuala Lumpur
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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 problemsolving 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 uptodate 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.
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.
Remote Work :
No
Employment Type
Full Time
