Strategic Financial Solutions Specialist

1 day ago


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

Kuala Lumpur, Malaysia

Competitive Package Self Employed Package

About the Role

We are representing a leading International Wealth Management firm seeking an experienced and qualified Strategic Financial Solutions Specialist to join their team in Malaysia.

As a Strategic Financial Solutions Specialist, you will be responsible for providing expert financial advice to our clients, helping them achieve their financial goals and secure their financial futures.

Key Responsibilities:

  • Build and maintain relationships with clients, providing them with expert financial guidance and advice
  • Conduct thorough financial assessments of clients' current financial situations and future goals
  • Develop and implement personalized financial plans for clients, including investment, retirement, and tax planning strategies
  • Monitor clients' financial progress and adjust plans as necessary
  • Stay up-to-date with industry trends and regulations to ensure compliance and provide the best possible service to clients

Requirements:

  • A minimum of 5 years of experience as a Financial Advisor in the wealth management industry
  • 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 as part of a team

Benefits:

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



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