Independent Financial Advisor - Kuala Lumpur

  • Job Reference: 00000031-1
  • Date Posted: 2 July 2024
  • Recruiter: IRC - Independent Resourcing Consultancy
  • Website: https://www.ircfs.com
  • Location: Kuala Lumpur
  • Salary: USD1,000 to USD10,000 Per Month
  • Bonus/Benefits: Attractive Commission Package - Uncapped OTE
  • Sector: Banking & Financial Services
  • Job Type: Permanent

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.