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Financial Services Professional

2 months ago

Kuala Lumpur, Kuala Lumpur, Malaysia Independent Resourcing Consultancy Ltd Full time

Job Opportunity: Experienced Financial Advisor for Independent Resourcing Consultancy Ltd

About the Role:

We are seeking a highly skilled and experienced Financial Advisor to join our team at Independent Resourcing Consultancy Ltd. As a Financial Advisor, you will be responsible for providing expert financial guidance to our clients, helping them to achieve their long-term financial goals and secure their financial futures.

Key Responsibilities:

  1. Client Relationship Management: Build and maintain strong relationships with clients, providing them with personalized financial advice and guidance to help them achieve their financial objectives.
  2. Financial Planning: Conduct thorough financial assessments of clients' current financial situations and future goals, and develop and implement tailored financial plans to help them achieve their objectives.
  3. Investment Management: Provide expert investment advice and guidance to clients, helping them to make informed investment decisions and achieve their long-term financial goals.
  4. Compliance and Risk Management: Stay up-to-date with industry trends and regulations, and ensure that all financial advice and guidance provided to clients is compliant with relevant laws and regulations.

Requirements:

  1. A minimum of 5 years of experience as a Financial Advisor in the wealth management industry.
  2. Industry-leading qualifications such as CFP, CFA, or other relevant certifications.
  3. Transferable client base and AUM.
  4. Excellent communication and interpersonal skills.
  5. Strong analytical and problem-solving abilities.
  6. Ability to work independently and as part of a team.

What We Offer:

A competitive package and a supportive and collaborative work environment. If you meet the above requirements and are passionate about helping clients achieve their financial goals, we encourage you to apply for this exciting opportunity.