Wealth Management Professional Lead

4 days ago


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

We are seeking an experienced Wealth Management Professional Lead to join our team at Independent Resourcing Consultancy Ltd.

The successful candidate will have a proven track record of providing expert financial advice to clients, helping them achieve their financial objectives and securing their financial futures.

You will be responsible for managing a portfolio of clients, conducting financial assessments, developing personalized financial plans, and monitoring clients' progress.

The ideal candidate will have a minimum of 5 years of experience as a Financial Advisor in the wealth management industry and hold industry leading qualifications such as CFP, CFA, or other relevant certifications.

We offer a competitive package and a collaborative work environment.


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