Independent Financial Advisor

1 week ago


Kuala Lumpur, Kuala Lumpur, Malaysia Recruiter4you Full time

Our client is a British financial advisory firm founded in Dubai which offers a spectrum of services to help you reach your financial goals. They offer comprehensive financial planning and wealth management solutions to expatriates and international investors.

Responsibilities:

As an Independent Financial Advisor, you'll have the autonomy to build your client base while backed by industry-leading support, global infrastructure, and a strong in-house admin and compliance team. You'll advise international clients on:

  • Retirement planning
  • Wealth management
  • Investment solutions
  • Insurance and protection
  • Estate and succession planning

What Our client offers:

  • Uncapped, commission-based earnings 
  • Full administrative, marketing, and compliance support
  • Access to top-tier financial products and global platforms
  • Cutting-edge CRM and lead generation tools
  • Regular training and career development

Requirements:

  • Minimum 2 years of experience in financial services
  • Proven track record in client acquisition and portfolio growth
  • Strong interpersonal and communication skills
  • A results-driven and entrepreneurial mindset
  • Relevant qualifications (e.g., CISI, CII, Level 4 Diploma or equivalent) preferred
  • Fluent in English; additional languages are a plus


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