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Financial Advisor Malaysia

Company:
Prestige IFA Jobs
Location:
Kuala Lumpur, Malaysia
Posted:
February 04, 2025
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Description:

Our client is a leading international financial services company which has associations with the industry’s prime institutions, bringing together the investment expertise of a select group of international money management firms, known throughout the industry for their experience and strong track records.

They are currently hiring experienced wealth managers / IFA’s with at least $5m plus AUM that can demonstrate writing in excess of $250k gross per annum.

RESPONSIBILITIES:

* Provide strategic advice across a variety of financial products and services

* Assess client’s overall financial picture, understand their needs and develop a solid financial plan

* Guide clients towards a profitable and secure financial decision

* Keep abreast of new industry’s trends and research market to back up financial consulting

* Comply with all industry rules and regulations

REQUIREMENTS:

* Experienced offshore consultants with a minimum of two years’ working with international clients (expat clients).

* Track record of successful financial guidance

* Ability to analyze market’s financial data and to provide appropriate data-based advice

* Strong communication, negotiation and presentation skills

* Accuracy, attention to detail and the ability to explain complex information clearly and simply

* Good Microsoft Office skills and knowledge

COMPETENCIES:

* Experience in financial services

* Attention to detail

* Hard-working and motivated individuals

* Confidence and strong interpersonal skills

* A flexible and adaptable approach to work

* Successful and target-driven individuals

UNIQUE SELLING POINTS:

My client’s biggest USP is their lead generation. They have over 70 BDMs working at a call centre in the UK generating leads across the world which are delivered to our advisers by a propriety CRM system. They will guarantee a level of leads will delivered week in, week out.

My client will pay for further education of all their advisers, aiming for level 4 is mandatory and many go onto to study to level 6.

My client support incoming recruits with flights, first month in a hotel and visa.

MINIMUM REQUIREMENTS:

Only experienced candidates and wealth managers / IFA’s with at least $5m plus AUM that can demonstrate writing in excess of $250k gross per annum will be considered for this role.

Please note: This position would typically suit experienced UK investment advisory candidates as most of the consumers served by my client are typical EU and UK expatriates. Work permits might also be an issue for non EU / UK passport holders, depending on your nationality. Experience working in the international wealth management business is a requirement. This position is NOT for someone from the accounting / auditing or financial management profession. This is a client facing, sales and targets driven profession. Please only apply if you have the required experience. Please don’t send your CV for any other jobs of professions.

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