Executive Financial Advisor
4 days ago
Job Title: Executive Financial Advisor
About the Role:
We are seeking a highly skilled and experienced Executive Financial Advisor to join our team in Kuala Lumpur - Malaysia. As an Executive Financial Advisor, you will be responsible for providing tailored financial advice and wealth management solutions to high-net-worth individuals and families.
Key Responsibilities:
- Develop and manage a portfolio of high-net-worth clients, providing personalized financial strategies and investment advice.
- Conduct comprehensive financial planning, including investment management, retirement planning, estate planning, and tax optimization.
- Analyze clients' financial situations, risk tolerance, and investment goals to create tailored wealth management plans.
- Monitor and review clients' investment portfolios, making adjustments as necessary to ensure alignment with their financial objectives.
- Stay updated with market trends, economic conditions, and regulatory changes to provide informed advice to clients.
- Collaborate with internal teams, including investment analysts and financial planners, to deliver integrated financial solutions.
- Maintain strict confidentiality and adhere to all regulatory and compliance requirements.
Qualifications:
- Bachelor's degree in Finance, Economics, Business Administration, or a related field (Master's degree or relevant certifications)
- Minimum of 5 years of experience in wealth management or a related financial advisory role.
- Proven track record of managing and growing a portfolio of high-net-worth clients.
- Strong knowledge of financial products, investment strategies, and market dynamics.
- Excellent communication, negotiation, and interpersonal skills.
- Ability to build and maintain long-term client relationships based on trust and integrity.
- Proficiency in financial planning software and tools.
- A transferable book of clients with over $5 million in Assets Under Management (AUM) is required.
Benefits:
- Competitive salary: RM500,000 per annum, plus performance-based incentives.
- Comprehensive health and wellness benefits.
- Opportunities for professional development and career advancement.
- Supportive and collaborative work environment.
- A competitive remuneration package, commensurate with your skills and experience.
Application Process:
Please submit your application, including your resume and a cover letter detailing your relevant experience and why you are a good fit for this role.
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