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Investment Portfolio Manager

2 weeks ago

Kuala Lumpur, Kuala Lumpur, Malaysia Expatriate Advisory Sdn Bhd All About Foreign Investment in Malaysia on Business and Property Full time

Our Mission

Expatriate Advisory Sdn Bhd aims to be the leading provider of professional consultancy services for expatriates and locals alike. We strive to empower individuals and families to make informed decisions about their wealth by providing globally recognized data-backed financial solutions.

Role Responsibilities

This full-time hybrid role for a Wealth Management Consultant involves working closely with clients to understand their financial goals and developing personalized financial plans using Bank Negara approved financial tools. The consultant will identify opportunities for growth and develop strategies to achieve financial objectives.

Key Skills

  • Strong Financial Planning, Retirement Planning, and Consulting skills are essential.
  • Experience in Finance and Investments is required.
  • Excellent communication and interpersonal skills are necessary.
  • Ability to work independently and as part of a team is crucial.
Seniority Level
  • Entry level
Employment Type
  • Full-time
Job Function
  • Finance and Sales
Industries
  • Investment Management