Financial Adviser / Wealth Manager

Kuala Lumpur, Singapore, Thailand, Moscow

 

Headquartered in Malaysia, our client operates throughout Central / SE Asia and has recently obtained an Asset Management licence to offer their discretionary portfolio management services in Singapore.

 

JOB DESCRIPTION:

 

As an Independent Financial Advisor, your role will be to work closely with clients in their medium to long-term personal financial planning. You will be advising on the following areas:

 

  • Wealth Management

  • Pensions

  • Lump Sum Investments

  • Regular savings

  • Portfolio accounts

 

CANDIDATE REQUIREMENTS:

 

We require experience from the insurance industry, brokerage, banks or asset management. You would have the ability to work independently, and we hope you are self-driven, with a high capability to structure and plan your own work. You are a goal oriented, very communicative and service-minded person with experience from working in teams. Certified Financial Planner (C.F.P.) background or similar is required.

 

OFFER / PACKAGE:

 

  • MYR 10,000 / month (dependent on potential trail income) + trail + fund advisor fees

  • Access to their in-house Sharia-Compliant Robo-advisor

  • Access to private banking platform to offer clients portfolio lending and preferential interest rates as well as debit and credit cards linked to investment accounts

  • 6 month training period available in their Academy

  • Support for studying towards CISI, CFA, CII and Singapore Capital Markets and Financial Advisory Services Examinations

  • Chance to become a full equity partner

  • In-house specialists in personal tax planning, portfolio and investment management, corporate tax and succession planning.

  • Clients will have their own Portfolio and Investment Manager.