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.
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.