Financial Planning Strategist

1 week ago


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 high-net-worth individuals and families. As a seasoned professional, you 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 portfolio of high-net-worth clients, offering 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 bespoke 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.

We value professionalism, integrity, and excellent communication skills. If you possess these qualities and a strong knowledge of financial products, investment strategies, and market dynamics, we encourage you to apply.

Requirements:
  • 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 analytical and problem-solving skills.

Benefits include a competitive salary, performance-based incentives, comprehensive health and wellness benefits, opportunities for professional development and career advancement, and a supportive work environment.



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