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Independent Financial Advisor - Kuala Lumpur

Remote:

Full Remote

Contract:

Full time

Experience:

Senior (5-10 years)

Work from:

Malaysia

Offer summary

Qualifications:

Minimum of 5 years experience., Possession of CFP, CFA or relevant certifications., Transferable client base and AUM., Strong analytical and problem-solving skills..

Key responsabilities:

Build and maintain strong client relationships.
Assess clients' financial situations and objectives.
Create customized financial plans.
Monitor clients' financial progress regularly.
Stay updated on industry trends.

Independent Resourcing Consultancy Human Resources, Staffing & Recruiting Startup https://www.ircfs.com/

11 - 50 Employees

See more Independent Resourcing Consultancy offers

Job description

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

We are representing a renowned Wealth Management firm in Kuala Lumpur, Malaysia, seeking an experienced and qualified Independent Financial Advisor to join their esteemed team.

As an Independent Financial Advisor, you will play a crucial role in providing expert financial advice to clients, assisting them in achieving their financial goals and securing their financial futures.

Requirements:

- Minimum of 5 years of experience as a Financial Advisor in the wealth management industry.

- Possession of 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 collaboratively within a team environment.

Responsibilities:

- Cultivate and maintain strong relationships with clients, offering expert financial advice and guidance.

- Conduct comprehensive assessments of clients' current financial situations and future objectives.

- Develop and implement customized financial plans for clients, encompassing investment, retirement, and tax planning strategies.

- Regularly monitor clients' financial progress and adjust plans as necessary.

- Stay updated on industry trends and regulations to ensure compliance and deliver superior service to clients.

We offer a competitive package and a supportive, collaborative work environment. If you meet the specified criteria and are passionate about helping clients achieve their financial goals, we encourage you to apply for this exciting opportunity.