Financial Services Specialist

7 days ago


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

A highly respected International Wealth Management firm is seeking an experienced and certified Independent Financial Advisor to join their team in Kuala Lumpur.

The selected candidate will be responsible for providing specialized financial guidance to clients, aiding them in achieving their financial aspirations and strengthening their financial security.

This opportunity presents:
  • A unique chance to partner with a reputable and globally recognized Wealth Management firm.
  • The opportunity to deliver expert financial advice to a diverse client base, assisting them in reaching their financial goals and securing their financial futures.
  • The use of your expertise and qualifications, such as CFP, CFA, or other relevant certifications.
  • A collaborative and supportive work environment that fosters professional growth and development.
Key Responsibilities:
  1. Maintain strong client relationships while providing expert financial advice and direction.
  2. Conduct thorough financial evaluations of clients' current financial status and future objectives.
  3. Develop customized financial plans for clients, incorporating investment, retirement, and tax planning strategies.
  4. Monitor clients' financial progress and make adjustments to plans when necessary.

We provide a competitive compensation package and a supportive work environment. If you meet the criteria and have a passion for helping clients achieve their financial goals, we invite you to apply for this excellent opportunity.



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