Wealth Advisor

About this Job

As a Wealth Advisor - you'll be responsible for managing and developing relationships with clients to drive business growth and meet the firm's strategic objectives. You'll help clients set their personal wealth goals, manage investments, and create portfolios for long-term growth that suits their risk appetite.

You'll be supported by specialists in the areas of investment products to provide clients with comprehensive solutions. This is an opportunity for you to demonstrate your relationship management, sales, customer service, and communications skills.

Job Description:

New Client Acquisition

• Proactively expand the client base by identifying and converting high-potential prospects through strategic networking, targeted outreach, event participation, collaborative partnerships, and consultative selling techniques.

Investment Product Sales & Distribution

• Market and distribute Apex Securities' suite of investment products and solutions to a broad base of clients and investors by leveraging personal networks, referrals, and strategic outreach initiatives.

Investment Advisory

• Deliver tailored investment advice and comprehensive wealth solutions that align with each client's financial objectives, risk profile, and investment preferences.

Client Relationship Management

• Build, maintain, and deepen trusted relationships with a diverse clientele including high-net-worth individuals, business owners, and institutional investors to ensure long-term engagement and portfolio growth.

Job Requirements

• Diploma or Degree in Finance, Investment, Economics, or related fields is preferred.
• Minimum of 2 years of working experience in the Wealth Management industry and/or sales related roles is preferred.
• Fresh graduates with strong interest in financial services are also encouraged to apply.
• Candidates holding Capital Markets Services Representative's License (CMSRL) for Module 6 & 7 and/or FIMM's Unit Trust Consultant (UTC) license will have an added advantage.
• Possession of professional qualifications such as Chartered Financial Analyst (CFA), Certified Financial Planner (CFP), or Investment Planning and Portfolio Construction (IPPC) is an added advantage.
• Strong analytical skills with the ability to assess financial market trends.
• Able to understand clients' financial needs and develop suitable portfolio strategies.
• Demonstrated ability to position and promote Wealth Management products effectively in line with market conditions.
• We are hiring for this role across all our branch locations — KL, PJ, Penang, JB, and Melaka.
• Flexible Working Hours and Professional career growth in finance industry.
• Attractive Salary + Commission Package