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At Independent Resourcing Consultancy Ltd, we are seeking a highly experienced and certified Strategic Financial Advisor to join our team in Kuala Lumpur. As a key member of our wealth management firm, you will be responsible for providing expert financial guidance to clients, helping them achieve their financial aspirations and securing their financial futures.

About the Opportunity:
  • Collaborate with a globally recognized Wealth Management firm.
  • Deliver high-quality financial advice to a diverse client base, assisting them in reaching their financial goals and securing their financial futures.
  • Utilize your expertise and qualifications, such as CFP, CFA, or other relevant certifications.
  • Work in a collaborative and supportive environment that fosters professional growth and development.
About You:
  • Possess a minimum of 5 years of experience as a Financial Advisor in the wealth management industry.
  • Hold prestigious certifications like CFP, CFA, or other relevant qualifications.
  • Bring along a transferable client base and Assets Under Management (AUM).
  • Demonstrate exceptional communication skills and adept interpersonal abilities.
  • Showcase strong analytical and problem-solving capabilities.
Key Responsibilities:
  • Cultivate and maintain strong client relationships while providing expert financial advice and direction.
  • Conduct thorough financial evaluations of clients' current financial status and future objectives.
  • Develop tailored financial plans for clients, encompassing investment, retirement, and tax planning strategies.
  • Monitor clients' financial progress and make adjustments to plans when necessary.

We offer a competitive compensation package and a supportive work environment. If you meet the criteria and have a passion for assisting clients in achieving their financial goals, we encourage you to apply for this exciting opportunity.