Independent Financial Adviser

Kuala Lumpur

 

LFSA licensed in KL with Headquarters in Hong Kong and operating under the SFC Investment Licence, my client has access to the full range of investment products. Advisers are highly qualified and also enjoy the support of an experienced management team and technical specialists. This ensures that each client benefits from the wider capabilities of the Group and not just the skills of their individual adviser.

 

The Country Manager for Malaysia is a UK-qualified financial adviser with an Economics degree from a Top-10 UK University with 20 years experience including 14 in Asia’s financial markets.

 

JOB DESCRIPTION:

 

 

You will develop and maintain long-term client relationships. You will advise your clients on all aspects of wealth management strategies and solutions to maximize their wealth opportunities.

 

  • Building, developing and maintaining long-term client relationships by drawing on your already strong personal contact network.

  • Regular meetings with your clients to continue fostering your relationships and bring real added value to your clients.

  • Providing advice and investment solutions according to each client’s individual needs and objectives.

 

CANDIDATE REQUIREMENTS:

 

  • Experience in advising medium to high net worth clients

  • Formal qualifications (University degree or other recognised financial planning qualifications or diplomas)

  • Extensive product and investment knowledge

  • Outstanding relationship management capabilities

  • Excellent communication skills

 

OFFER / PACKAGE:

 

  • MYR 10,000 / month basic salary

  • Tiered commission structure starting at 50% and increasing based on production

  • Marketing budget for events and promotions according to business plan

  • Regular workshops / seminars at top tier offices in central KL

  • Sign on bonus for advisers writing >$100,000 / year

  • BDM to assist with lead generation

  • Work visa

  • Sponsored exams / qualifications