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Wealth Management Advisor

3 weeks ago

Kuala Lumpur, Kuala Lumpur, Malaysia BGC Group Full time
Role Overview

We are looking for a Wealth Management Advisor to join our team at BGC Group. As a key member of our sales force, you will be responsible for providing wealth management solutions to meet clients' needs.

Key Responsibilities
  1. Provide wealth management solutions to meet clients' needs through proactive outreach and relationship-building efforts.
  2. Promote a comprehensive range of wealth management products to meet clients' needs.
  3. Conduct financial literacy sessions and presentations to educate clients on wealth management opportunities.
  4. Assess clients' financial goals and risk profiles to provide suitable banking and investment solutions.

Requirements:

  • Experience managing High-Net-Worth (HNW) clients is highly valued.
  • Proven track record in sales and marketing of financial products.
  • Strong networking and communication skills.
  • Fluency in English and Bahasa Malaysia; Mandarin or Cantonese is an advantage.