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Independent Financial Advisor

2 months ago

Kuala Lumpur, Malaysia Independent Resourcing Consultancy Full time

**Independent Financial Advisor - Kuala Lumpur**:

- Job Reference: 1442KL
- Date Posted: 23 June 2023
- Recruiter: Independent Resourcing Consultancy
- Location: Kuala Lumpur
- Salary: On Application
- Bonus/Benefits: Competitive Package
- Sector: Financial Advisers
- Job Type: Permanent
- Contact: Maria Inglis

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 problem-solving 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 up-to-date with industry trends and regulations to ensure compliance and provide the best possible service to clients

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