Expert Financial Strategist for Wealth Management
1 week ago
Competitive Salary: RM 120,000 - RM 200,000 per annum
Click and Connect Online Limited is seeking a highly experienced and qualified Independent Financial Advisor to join their team in Kuala Lumpur, Malaysia.
Job Description:Company Overview
We are a leading International Wealth Management firm dedicated to providing expert financial advice to our clients. Our mission is to help individuals achieve their financial goals and secure their financial futures.
Salary and Benefits
The successful candidate will be offered a competitive salary package, including a base salary of RM 120,000 - RM 200,000 per annum, as well as additional benefits such as a supportive and collaborative work environment.
Job 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
Requirements and Qualifications
- 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
About Us
At Click and Connect Online Limited, we value our employees and offer a supportive and collaborative work environment. If you meet the above requirements and are passionate about helping clients achieve their financial goals, we encourage you to apply for this exciting opportunity.
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