Kerja Sepenuh Masa, Wealth Management Advisor di Ingenious Job Federal Territory - Maukerja

Location: Bukit Damansara, KL

Job Scopes:

• Build and manage a portfolio of high-net-worth clients by providing tailored financial planning advice and strategies.
• Identify and onboard new clients while driving growth in Assets Under Management (AUM) for the company through business development initiatives.
• Provide financial solutions to clients, including financial planning, investment advisory, and estate planning based on their needs and goals.
• Maintain strong client relationships while delivering high standards of service excellence.
• Stay updated on financial markets, economic trends, and regulatory requirements.
• Achieve assigned revenue and business targets within stipulated timelines.
• Ensure full compliance with relevant regulations and internal policies at all times.

Job Requirements:

• Degree holder
• Minimum 2 years of working experience in a related field.
• Possession of relevant licenses such as FIMM, CMSRL, and CEILLI is added advantage
• Excellent communication, interpersonal, and people management skills.
• Demonstrated ability to analyze complex financial situations and provide customized solutions.