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Investment Advisor

2 weeks ago

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

This role offers an opportunity to work with a premier financial services firm in Kuala Lumpur. As a Wealth Manager, you will be responsible for developing and managing a portfolio of high-net-worth clients, providing personalized financial strategies and investment advice.

Duties and Responsibilities:

  • Develop and implement customized financial plans, taking into account clients' unique needs and goals.
  • Collaborate with internal teams to deliver integrated financial solutions.
  • Stay up-to-date with market trends, economic conditions, and regulatory changes to provide informed advice to clients.
  • Ensure accurate and timely reporting of client portfolios and financial performance.