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Wealth Management Consultant

2 weeks ago

Klang, Selangor, Malaysia Goodtree Consulting Sdn Bhd Full time

We're looking for a skilled Wealth Management Consultant to join our team at Goodtree Consulting Sdn Bhd.

This role involves delivering high-quality wealth management services to clients, helping them achieve their long-term financial goals.

About the Opportunity

You'll be responsible for providing personalized investment advice and guidance to clients, working closely with cross-functional teams to ensure seamless service delivery.

Key Responsibilities:

  • Develop and implement comprehensive wealth management plans for clients
  • Collaborate with investment professionals to ensure accurate and timely execution of investment transactions
  • Provide ongoing support and guidance to clients to ensure they remain on track to meet their financial objectives

Requirements:

  • Bachelor's degree in Finance or a related field
  • 5+ years of experience in finance or a related industry
  • Strong understanding of investment products and services
  • Excellent communication and interpersonal skills