Wealth Management Consultant
4 days ago
Company Description
Expatriate Advisory Sdn Bhd provides professional consultancy services to assist and empower individuals and families to gain more financial control over their wealth and their futures through the use of globally recognized data backed financial solutions. We help place foot holders to prevent the unexpected financial distress and provide safeguards for their future and protection from financial crises.
Role Description
This is a full-time hybrid role for a Wealth Management Consultant. The consultant will be located in WP, Kuala Lumpur/ Puchong but can work partially from home. The day-to-day tasks include provoking the thoughts of traditional views of wealth creation and demonstrating new ways of approaching wealth with Bank Negara approved financial tools. We provide customized plug & play financial solutions to business owners, directors, HNWI, individuals that have economic growth potential. This includes financial planning, retirement planning, investment consultation, and financial analysis.
Talent Acquisition
- Looking for individuals who want and have a deep desire to build their own portfolios
- Strong mindset mentality and spirit of excellence with strong work ethics
- Resilient and focused person
Qualifications
- Financial Planning, Retirement Planning, and Consulting skills
- Experience in Finance and Investments
- Strong analytical and problem-solving skills
- Excellent communication and interpersonal skills
- Ability to work independently and as part of a team
- Knowledge of Malaysian financial regulations and laws is a plus
- Bachelor's degree in Finance, Economics, Business, or related field
- Entry level
- Full-time
- Finance and Sales
- Investment Management
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