International Financial Manager

5 days ago


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

About Our Team

We are a team of dedicated professionals committed to delivering exceptional financial services. Our Wealth Managers work closely with clients to understand their financial objectives and provide tailored advice to help them achieve their goals.

We believe in ongoing professional development, ensuring our team stays up-to-date with the latest industry developments and best practices. Our supportive environment encourages collaboration and innovation, enabling us to deliver exceptional results for our clients.

Position Overview

This opportunity targets experienced advisors or those ready to advance in their career. The selected candidate will offer exclusive international and local solutions to advise and serve clients independently.

Engaging directly with clients, the Wealth Manager will assess and advise on medium to long-term financial objectives. Advice will be tailored to clients' nationality and location, encompassing areas such as Lump Sum Investing, Retirement Planning, Education Fee Funding, Life Insurance, and Estate & Inheritance Tax Planning.

Wealth Managers collaborate closely with marketing, coordination, and paraplanning teams to facilitate daily client interactions.

Key Responsibilities

  1. Assess and advise clients on medium to long-term financial objectives.
  2. Tailor advice to clients' nationality and location, encompassing areas such as Lump Sum Investing, Retirement Planning, Education Fee Funding, Life Insurance, and Estate & Inheritance Tax Planning.
  3. Collaborate closely with marketing, coordination, and paraplanning teams to facilitate daily client interactions.
  4. Maintain high standards and comply with client and company expectations.

Skills and Qualifications

  • A strong interest in pursuing or advancing a career in Financial Services.
  • A commitment to learning, with all Wealth Managers aspiring to achieve a minimum of Level 4 qualification UK or equivalent.
  • Exceptional communication skills and professionalism.
  • Driven by success and targets.
  • Highly motivated with a positive outlook.
  • Desire to contribute to a firm renowned for its strong reputation and expanding global presence.
  • Fluency in English, proven sales capabilities, and an entrepreneurial spirit are must-haves.

Benefits

The firm offers competitive remuneration and exceptional earnings for top performers, along with regular incentives, including international conventions.

There is also the potential for involvement in the firm's ambitious global expansion plans, including the opportunity to open new offices worldwide.



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