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Financial Planning Consultant

3 weeks ago

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

We are looking for a highly skilled Financial Planning Consultant to join our team in Kuala Lumpur. As a key member of our wealth management team, you will be responsible for providing tailored financial advice and solutions to high-net-worth individuals and families.

Your key responsibilities will include:

  • Developing and managing a portfolio of high-net-worth clients, providing personalized financial strategies and investment advice.
  • Conducting comprehensive financial planning, including investment management, retirement planning, estate planning, and tax optimization.
  • Building and maintaining long-term client relationships based on trust and integrity.

To succeed in this role, you will need:

  • A strong knowledge of financial products, investment strategies, and market dynamics.
  • Excellent communication, negotiation, and interpersonal skills.
  • A transferable book of clients with over $5 million in Assets Under Management (AUM) is required.