Financial Advisor

3 days ago


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

As a Financial Advisor at Hebden Consulting, you will be responsible for managing and growing a portfolio of affluent clients by providing tailored financial advice and investment strategies.

The successful candidate will have exceptional relationship management skills, a deep understanding of financial markets, and a commitment to delivering outstanding client service.

You will work closely with internal teams to deliver comprehensive wealth management solutions and stay updated with global financial markets, economic trends, and investment opportunities.

Key responsibilities include:

  • Client Relationship Management: Build and maintain strong relationships with affluent clients, understanding their financial goals, risk tolerance, and investment preferences.
  • Financial Planning: Tailor financial plans encompassing retirement, tax, estate planning, and more.
  • Investment Strategy: Create and implement personalized investment strategies, utilizing a wide range of financial products and services offered by Hebden Consulting.
  • Market Analysis: Stay updated with global financial markets, economic trends, and investment opportunities to provide informed advice.

In this role, you will also have the opportunity to educate clients on various financial products, market trends, and investment strategies to empower them to make informed decisions.

A Bachelor's degree in Finance, Economics, Business Administration, or a related field is required, along with 5-7 years of experience in wealth management with a transferable international client base.

Fluency in English is required, and proficiency in using financial planning and portfolio management tools is essential.



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