Wealth Management Professional

1 month ago


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

Job Title: Wealth Management Professional

We are seeking an experienced and qualified Wealth Management Professional to join Click and Connect Online Limited in Kuala Lumpur, Malaysia.

The role involves providing expert financial advice to clients, assisting them in achieving their financial goals and securing their financial futures.

Key Responsibilities:

  • Cultivate and maintain strong relationships with clients, offering expert financial guidance and support.
  • Conduct comprehensive assessments of clients' current financial situations and future objectives.
  • Develop and implement customized financial plans for clients, encompassing investment, retirement, and tax planning strategies.
  • Regularly monitor clients' financial progress and adjust plans as necessary.
  • Stay updated on industry trends and regulations to ensure compliance and deliver superior service to clients.

Requirements:

  • Minimum of 5 years of experience as a Financial Advisor in the wealth management industry.
  • Possession of 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 collaboratively within a team environment.

Benefits:

  • A competitive package that includes a salary of RM250,000 per annum.
  • A supportive and collaborative work environment.
  • Opportunities for professional growth and development.

About Us:

Click and Connect Online Limited is a renowned Wealth Management firm in Kuala Lumpur, Malaysia. We are committed to delivering exceptional financial services to our clients and building long-term relationships with them.



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