Investment Advisor

2 weeks ago


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

Job Title: Investment Advisor

Wealth Manager Role Overview:

Hebden Consulting, a leading Independent Financial Advisory firm, is seeking an experienced Investment Advisor to join their global team.

The successful candidate will be responsible for managing and growing a portfolio of affluent clients by providing tailored financial advice and investment strategies.

Key Responsibilities:

- Client Relationship Management: Foster strong relationships with affluent clients, understanding their financial objectives, risk tolerance, and investment preferences.

- Financial Planning: Develop and implement comprehensive financial plans, incorporating retirement, tax, estate planning, and other key areas.

- Investment Strategy: Design and execute personalized investment strategies, utilizing Hebden Consulting's extensive product offerings.

- Market Analysis: Stay current with global financial markets, economic trends, and investment opportunities to provide informed guidance.

- Client Education: Educate clients on various financial products, market trends, and investment strategies to empower them to make informed decisions.



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