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Senior Financial Planner

1 week ago

Kuala Lumpur, Kuala Lumpur, Malaysia Independent Resourcing Consultancy Ltd Full time
Company Overview

Independent Resourcing Consultancy Ltd is a leading financial advisory firm with a strong presence in Malaysia and London. The company specializes in providing comprehensive wealth management solutions to international expatriates, prioritizing individualized service and tailored financial plans.

Job Description

The successful candidate will be responsible for managing and growing a portfolio of affluent clients by delivering exceptional relationship management skills, in-depth market knowledge, and outstanding client service. Key responsibilities include:

  1. Client Relationship Management: Develop and maintain strong relationships with high-net-worth clients, understanding their financial goals, risk tolerance, and investment preferences.
  2. Financial Planning: Create personalized financial plans encompassing retirement planning, tax optimization, estate planning, and more.
  3. Investment Strategy: Design and implement customized investment strategies utilizing a wide range of financial products and services offered by the firm.
  4. Market Analysis: Stay up-to-date with global financial markets, economic trends, and investment opportunities to provide informed advice.
  5. Client Education: Educate clients on various financial products, market trends, and investment strategies to empower them to make informed decisions.
Required Skills and Qualifications

The ideal candidate will possess:

  • A Bachelor's degree in Finance, Economics, Business Administration, or a related field; a Master's degree or professional certifications (e.g., DipFa, CFA, CFP) is also required.
  • 5-7 years of experience in wealth management with a transferable international client base.
  • Strong analytical and quantitative skills.
  • Excellent communication and interpersonal skills.
  • Proven ability to build and maintain relationships with high-net-worth clients.