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Senior Financial Consultant

2 months ago

Kuala Lumpur, Kuala Lumpur, Malaysia Click and Connect Online Limited Full time
Unlock Your Financial Potential

We are seeking a highly skilled and experienced Independent Financial Advisor to join our esteemed team at Click and Connect Online Limited. As a key member of our wealth management team, you will play a crucial role in providing expert financial advice to clients, helping them achieve their financial goals and secure their financial futures.

Key Responsibilities:

  • Cultivate and maintain strong relationships with clients, offering expert financial guidance and advice.
  • Conduct comprehensive assessments of clients' current financial situations and future objectives.
  • Develop and implement customized financial plans for clients, encompassing investment, retirement, and tax planning strategies.
  • Regularly monitor clients' financial progress and adjust plans as necessary.
  • Stay updated on industry trends and regulations to ensure compliance and deliver superior service to clients.

Requirements:

  • Minimum of 5 years of experience as a Financial Advisor in the wealth management industry.
  • Possession of industry-leading qualifications such as CFP, CFA, or other relevant certifications.
  • Transferable client base and AUM.
  • Excellent communication and interpersonal skills.
  • Strong analytical and problem-solving abilities.
  • Ability to work independently and collaboratively within a team environment.

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