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Financial Services Professional

2 months ago

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

Job Title: Independent Financial Advisor

About Us: Click and Connect Online Limited is a leading wealth management firm dedicated to providing expert financial advice to individuals and families.

Job Summary: We are seeking an experienced and qualified Independent Financial Advisor to join our team and provide expert financial guidance to our clients.

Key Responsibilities:

  • Cultivate and maintain strong relationships with clients, offering expert financial advice and guidance.
  • 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.

What We Offer: A competitive package and a supportive, collaborative work environment.