Financial Advisor – Malaysia (Kuala Lumpur)
My new client in Malaysia has a small, yet fully regulated and licensed brokerage in Malaysia. If you are an advisor in the region look at a positive change, then this opportunity is well worth considering.
Our client also interested in quality advisers outside Malaysia who want to work or need a licensed entity to use RL360, Utmost, ITA, etc.
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
- Oversee the course of the financial plan and update it, if necessary, to ensure profits
- Comply with all industry rules and regulations
REQUIREMENTS:
- This position would ideally suit experienced UK financial advisors, or those with experience advising UK / EU expatriates in the region
- English first language (business language)
- UK financial services qualifications desired, but not required (DipFA, DipPFS or similar etc)
- Proven prior working experience as an investment advisor
- 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
BENEFITS:
- The ability to earn substantially, increasing year on year
- Regulated Role
- Comes with 2 year working visa
- Basic Salary 10,000 RM ( refunded via commission)
- Commission rate 65%
- Trail 65%
Please note: Applicants should have at least three (3) years’ client-facing experience in wealth management or life insurance advisory, with recognised investment qualifications (e.g. CISI, CII or equivalent). This is a performance-driven, client-facing role focused on relationship development and growth.
Daniel van Niekerk
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