Financial Services Specialist

4 weeks ago


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

Wealth Management Opportunity

Independent Resourcing Consultancy Ltd is seeking an experienced Financial Services Specialist to join their team in Kuala Lumpur, Malaysia.

About the Role

The successful candidate will be responsible for providing expert financial advice to clients, assisting them in achieving their financial goals and securing their financial futures.

Key Responsibilities:

  • Cultivate and maintain strong relationships with clients, offering tailored financial guidance and support.
  • Conduct comprehensive assessments of clients' current financial situations and future objectives.
  • Develop and implement customized financial plans, encompassing investment, retirement, and tax planning strategies.
  • Regularly monitor clients' financial progress and adjust plans as necessary.
  • Stay up-to-date on industry trends and regulations to ensure compliance and deliver exceptional service to clients.

Requirements

To be considered for this role, you will need:

  • A minimum of 5 years of experience as a Financial Advisor in the wealth management industry.
  • Possession of industry-leading qualifications such as CFP, CFA, or other relevant certifications.
  • A transferable client base and AUM.
  • Excellent communication and interpersonal skills.
  • Strong analytical and problem-solving abilities.
  • Ability to work independently and collaboratively within a team environment.

Compensation Package

We offer a competitive salary package, estimated at RM200,000 per annum, depending on experience, as well as a supportive, collaborative work environment.



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