Wealth Management Advisor
Job Description
Company Description We suggest you enter details here. Role Description This is a full-time hybrid role as a Wealth Advisor located in Shah Alam, with flexibility for some remote work. As a Wealth Advisor, you will be responsible for providing excellent customer service to clients seeking financial advice, developing financial plans, and providing investment recommendations. You will also be required to maintain strong relationships with clients and provide ongoing financial management support. Qualifications Minimum of a Bachelor\'s degree in Finance, Business Administration, or a related field Certification in Financial Planning (CFP) or equivalent Minimum of 3 years of related work experience as a Wealth Advisor or similar role Excellent interpersonal and communication skills Strong analytical and problem-solving skills Up-to-date knowledge of financial regulations and market trends Proven track record of achieving sales targets and client satisfaction Proficiency in Microsoft Office and financial software Ability to work independently and as part of a team Willingness to continuously learn and improve skills
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Job Detail
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Job IdJD985608
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IndustryNot mentioned
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Total Positions1
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Job Type:Full Time
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Salary:Not mentioned
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Employment StatusPermanent
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Job LocationShah Alam, Selangor, Malaysia
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EducationNot mentioned