Financial Advisor
2 weeks ago
Company Description
Established in 2009, Harveston Capital is a holistic wealth management firm that operates Harveston Financial Advisory Sdn Bhd and Harveston Wealth Management Sdn Bhd. Both companies are approved by Bank Negara and the Securities Commission Malaysia, respectively. Over the past 15 years, we have provided wealth management services to individuals, families, and businesses. We help clients achieve their life goals through independent, customized, and integrated wealth management solutions, making us the preferred choice for our clients.
Role Description
This is a full-time hybrid role for a Financial Advisor based in Shah Alam, with some work-from-home flexibility. The Financial Advisor will be responsible for creating financial plans, providing financial advisory services, assisting clients with retirement planning, and managing investments. The Financial Advisor will meet with clients to understand their financial goals and develop tailored strategies to help achieve them.
Qualifications
- Skills in Financial Planning and Finance
- Experience in Retirement Planning and Investments
- Proficiency in Financial Advisory
- Excellent communication and interpersonal skills
- Ability to work independently and in a hybrid work environment
- Bachelor's degree in Finance, Economics, or a related field
- Relevant certifications (e.g., CFP, CFA) are a plus
- Experience in the wealth management industry is beneficial ( eg: insurance agent, unit trust consultant, banking industry)
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