Senior Financial Specialist

3 weeks ago


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

Job Title: Senior Financial Specialist

About the Role:

We are seeking an experienced Senior Financial Specialist to join our team at Independent Resourcing Consultancy Ltd. As a Senior Financial Specialist, you will be responsible for providing expert financial advice to our clients, helping them to achieve their financial goals and secure their financial futures.

Key Responsibilities:

  • Build and maintain relationships with clients, providing them with expert financial advice and guidance
  • 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

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

Working with Us:

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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