Financial Planner, Malaysia

IRCFS Jobs

  • Kuala Lumpur
  • Permanent
  • Full-time
  • 1 month ago
  • Apply easily
Our client is an esteemed International Wealth Management firm seeking an experienced and certified Independent Financial Advisor to join their team in Kuala Lumpur, Malaysia.The selected candidate will be entrusted with providing specialized financial guidance to clients, aiding them in achieving their financial aspirations and strengthening their financial security.This opportunity in Kuala Lumpur offers the following highlights:- Collaborate with a prestigious and globally recognized Wealth Management firm.- Deliver expert financial advice to a diverse client base, assisting them in reaching their financial goals and securing their financial futures.- Utilize your expertise and qualifications, such as CFP, CFA, or other relevant certifications.- Engage in a collaborative and supportive work environment that fosters professional growth and development.- Competitive compensation package offered by our client.- Assume a key role in establishing and nurturing client relationships, conducting financial assessments, and devising personalized financial plans.Requirements:- Possess a minimum of 5 years of experience as a Financial Advisor in the wealth management industry.- Hold prestigious certifications like CFP, CFA, or other relevant qualifications.- Bring along a transferable client base and Assets Under Management (AUM).- Demonstrate exceptional communication skills and adept interpersonal abilities.- Showcase strong analytical and problem-solving capabilities.- Exhibit the ability to work independently as well as within a team.Responsibilities:- Cultivate and maintain strong client relationships while providing expert financial advice and direction.- Conduct thorough financial evaluations of clients current financial status and future objectives.- Develop tailored financial plans for clients, encompassing investment, retirement, and tax planning strategies.- Monitor clients financial progress and make adjustments to plans when necessary.- Stay updated on industry trends and regulations to ensure compliance and deliver optimal service to clients.Our client provides a competitive compensation package and a supportive work environment. If you meet the criteria and have a passion for assisting clients in achieving their financial goals, we encourage you to apply for this exciting opportunity in Kuala Lumpur.Our client provides a competitive compensation package and a supportive work environment. If you meet the criteria and have a passion for assisting clients in achieving their financial goals, we encourage you to apply for this exciting opportunity in Kuala Lumpur.

IRCFS Jobs

Similar Jobs

  • Islamic Financial Planner

    G 22 Group Resources

    • Kuala Lumpur
    Mohon Kelayakan Ability to speak and write in Bahasa Malaysia and English fluently Min SPM / Diploma or equivalent in related field Fresh graduates are welcomed to apply Di…
    • 9 days ago
  • Project Planner Executive

    The Fame Events Sdn Bhd

    • Kuala Lumpur
    • RM 4,500 per month
    The Fame Events Hiring! Full Time Project Planner Executive in WP Kuala Lumpur, Earn up to MYR 4,500 - Ricebowl Project Planner Executive Report Follow Up to MYR4,500 Per M…
    • 5 days ago
  • Real Estate and Facilities Planner

    • Kuala Lumpur
    Job Description Summary GE HealthCare is a leading global medical technology and digital solutions innovator. Our purpose is to create a world where healthcare has no limits. Unloc…
    • 5 days ago