Strategic Financial Solutions Expert
2 days ago
Located in Kuala Lumpur, Malaysia, we are seeking an experienced Independent Financial Advisor to join our team at Independent Resourcing Consultancy Ltd.
We offer a competitive salary package, including a comprehensive compensation and benefits plan.
Job DescriptionAs an Independent Financial Advisor, you will be responsible for providing expert financial advice to our clients, helping them achieve their long-term financial goals and secure their financial futures. Your primary focus will be on building and maintaining strong relationships with clients, conducting thorough financial assessments of their current situations and future objectives, and developing personalized financial plans that meet their unique needs.
The ideal candidate will possess a minimum of 5 years of experience as a Financial Advisor in the wealth management industry, with industry-leading qualifications such as CFP, CFA, or other relevant certifications. You will also have a transferable client base and AUM, excellent communication and interpersonal skills, strong analytical and problem-solving abilities, and the ability to work independently and as part of a collaborative team.
Key Responsibilities- Conduct comprehensive financial assessments of clients' current situations and future goals
- Develop and implement personalized financial plans, including investment, retirement, and tax planning strategies
- Monitor clients' financial progress and adjust plans as necessary
- Stay up-to-date with industry trends and regulations to ensure compliance and provide the best possible service to clients
We are committed to providing a supportive and collaborative work environment that fosters professional growth and development. If you are passionate about helping clients achieve their financial goals and possess the necessary skills and qualifications, we encourage you to apply for this exciting opportunity.
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