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Wealth Management Expert

1 week ago

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

Independent Financial Advisor

With a strong background in wealth management, you will be responsible for providing expert financial advice to our clients, helping them achieve their long-term financial goals and secure their financial futures.

About the Role:
  1. You will work closely with our clients to understand their current financial situation, goals, and risk tolerance, and develop personalized financial plans tailored to their needs.
  2. You will provide ongoing support and guidance to clients, monitoring their financial progress and making adjustments as necessary to ensure they stay on track.
  3. As an experienced financial advisor, you will keep up-to-date with industry trends and regulations, ensuring our clients receive the best possible service.
Requirements:
  • A minimum of 5 years of experience in the wealth management industry, preferably with a transferable client base and assets under management.
  • Industry-leading qualifications such as CFP, CFA, or other relevant certifications.
  • Excellent communication and interpersonal skills, with the ability to build strong relationships with clients.
  • Strong analytical and problem-solving abilities, with a focus on delivering high-quality results.