Expert Financial Strategist for Wealth Management

1 week ago


Kuala Lumpur, Kuala Lumpur, Malaysia Click and Connect Online Limited Full time

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.



  • Kuala Lumpur, Kuala Lumpur, Malaysia Click and Connect Online Limited Full time

    Established in Kuala Lumpur, Click and Connect Online Limited is an esteemed International Wealth Management firm seeking a seasoned Independent Financial Advisor to join their team.The selected candidate will be entrusted with providing specialized financial guidance to clients, aiding them in achieving their financial aspirations and strengthening their...

  • Financial Advisor

    1 month ago


    Kuala Lumpur, Kuala Lumpur, Malaysia Click and Connect Online Limited Full time

    About the Role:As a Senior Independent Financial Planner at Independent Resourcing Consultancy Ltd, you will play a key role in providing expert financial guidance to clients, helping them achieve their financial objectives and secure their financial futures.Key Responsibilities:Collaborate with clients to understand their financial goals and develop...


  • Kuala Lumpur, Kuala Lumpur, Malaysia Click and Connect Online Limited Full time

    Wealth Management OpportunityIndependent Resourcing Consultancy Ltd is seeking an experienced Financial Services Specialist to join their team in Kuala Lumpur, Malaysia.About the RoleThe successful candidate will be responsible for providing expert financial advice to clients, assisting them in achieving their financial goals and securing their financial...


  • Kuala Lumpur, Kuala Lumpur, Malaysia Click and Connect Online Limited Full time

    Job Title: Wealth Management ProfessionalWe are seeking an experienced and qualified Wealth Management Professional to join Click and Connect Online Limited in Kuala Lumpur, Malaysia.The role involves providing expert financial advice to clients, assisting them in achieving their financial goals and securing their financial futures.Key...

  • Financial Advisor

    2 months ago


    Kuala Lumpur, Kuala Lumpur, Malaysia Click and Connect Online Limited Full time

    Financial Advisor Opportunity in Kuala LumpurWe are seeking an experienced and certified Financial Advisor to join our team in Kuala Lumpur. As a Financial Advisor, you will be responsible for providing expert financial guidance to clients, helping them achieve their financial goals and strengthen their financial security.The selected candidate will have the...


  • Kuala Lumpur, Kuala Lumpur, Malaysia Talent Recruit Full time

    Company OverviewA leading manufacturing company seeks an experienced Chief Financial Strategist to lead its finance team and drive financial operations across subsidiaries.


  • Kuala Lumpur, Kuala Lumpur, Malaysia Click and Connect Online Limited Full time

    As a Senior Wealth Manager at Click and Connect Online Limited, you will play a crucial role in cultivating and managing relationships with high-net-worth clients from around the world. This position offers a unique opportunity to leverage your expertise in financial planning and investment management to help international clients achieve their long-term...


  • Kuala Lumpur, Kuala Lumpur, Malaysia Click and Connect Online Limited Full time

    We are seeking a highly skilled Wealth Manager to join our team at Click and Connect Online Limited in Kuala Lumpur - Malaysia.The estimated salary for this role is approximately RM200,000 to RM400,000 per annum, depending on experience.About the Role:This pivotal position involves providing tailored financial advice and wealth management solutions to...

  • Wealth Advisor

    1 month ago


    Kuala Lumpur, Kuala Lumpur, Malaysia Click and Connect Online Limited Full time

    Wealth Manager RoleSeeking a seasoned Wealth Manager to provide expert financial advice and wealth management solutions to high-net-worth individuals and families. The ideal candidate will have a strong track record in wealth management, exceptional client relationship skills, and a deep understanding of the financial markets.Key Responsibilities:Develop and...


  • Kuala Lumpur, Kuala Lumpur, Malaysia Click and Connect Online Limited Full time

    Wealth Management OpportunityHebden Consulting, a leading Independent Financial Advisory firm, is seeking a skilled Wealth Manager to join their global team. The successful candidate will be responsible for managing and growing a portfolio of affluent clients by providing tailored financial advice and investment strategies.Key Responsibilities:Client...


  • Kuala Lumpur, Kuala Lumpur, Malaysia Versatile Creation Sdn Bhd Full time

    Job OverviewWe are seeking an experienced Senior Financial Tax Strategist to join our team at Versatile Creation Sdn Bhd. This is a challenging role that requires a strong understanding of corporate finance and tax management.


  • Kuala Lumpur, Kuala Lumpur, Malaysia Click and Connect Online Limited Full time

    About Our ClientOur client is a reputable International Wealth Management firm seeking an experienced and certified Independent Financial Advisor to join their team in Kuala Lumpur, Malaysia.


  • Kuala Lumpur, Kuala Lumpur, Malaysia Talent Recruit Full time

    At Talent Recruit, we are seeking a highly skilled Senior Financial Strategist to lead our finance team and oversee all financial operations. As the ideal candidate, you will ensure accurate financial reporting, compliance with regulations, and support strategic financial objectives.Key Responsibilities:Financial Planning and Analysis: Oversee financial...


  • Kuala Lumpur, Kuala Lumpur, Malaysia Click and Connect Online Limited Full time

    Job Title: Wealth ManagerJob Summary:We are seeking a highly motivated and experienced Wealth Manager to join our team in Kuala Lumpur - Malaysia. The ideal candidate will have a proven track record in wealth management, exceptional client relationship skills, and a deep understanding of the financial markets.Key Responsibilities:Develop and manage a...


  • Kuala Lumpur, Kuala Lumpur, Malaysia Cartrack Full time

    Job SummaryWe are a world-leading smart mobility SaaS company with over 2,000,000 subscribers across 23 countries and we are looking for a Chief Financial Strategist to lead our financial operations. Our teams are collaborative, vibrant and fast-growing and all team members are empowered with the freedom to influence our business with ideas that drive...


  • Kuala Lumpur, Kuala Lumpur, Malaysia Click and Connect Online Limited Full time

    Role SummaryWe are seeking a highly skilled and experienced Financial Services Professional to join our team at Click and Connect Online Limited. As a key member of our wealth management team, you will be responsible for providing expert financial advice to our clients, helping them to achieve their financial goals and secure their financial futures.About...


  • Kuala Lumpur, Kuala Lumpur, Malaysia Click and Connect Online Limited Full time

    We are seeking a highly skilled Wealth Management Professional to join our global team at Click and Connect Online Limited. This exciting opportunity is based in Malaysia, offering a competitive package with attractive income retention.Job Description:As a Senior Wealth Manager, you will be responsible for cultivating and managing relationships with...


  • Kuala Lumpur, Kuala Lumpur, Malaysia Click and Connect Online Limited Full time

    Job Title: Senior Financial SpecialistAbout the Role:We are seeking an experienced Senior Financial Specialist to join our team at Independent Resourcing Consultancy Ltd. As a Senior Financial Specialist, you will be responsible for providing expert financial advice to our clients, helping them to achieve their financial goals and secure their financial...


  • Kuala Lumpur, Kuala Lumpur, Malaysia Click and Connect Online Limited Full time

    **Job Opportunity:**We are seeking an experienced and qualified Senior Financial Consultant to join our esteemed team at Click and Connect Online Limited.The ideal candidate will have a minimum of 5 years of experience as a Financial Advisor in the wealth management industry, possessing industry-leading qualifications such as CFP, CFA, or other relevant...


  • Kuala Lumpur, Kuala Lumpur, Malaysia Click and Connect Online Limited Full time

    **Job Opportunity:**We are seeking a highly skilled Senior Financial Consultant to join our team at Click and Connect Online Limited. As a Senior Financial Consultant, 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.Key...