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Wealth Manager

Company

Independent Resourcing Consultancy

Location

Kuala Lumpur, Federal Territory of Kuala Lumpur

Type

Permanent

Job Description

As a leading organization in their sector with offices in the UK and across the globe, our Client have developed a unique advice proposition which has led to a significant increase in client demand as they expand their presence in ASIA.


As a Financial Planner in ASIA you will be working alongside the Regional Director of the business. Working in a face-to-face capacity with Asian-wide clients, you will be advising clients on medium to longer term financial objectives. 


You will be responsible for offering areas of advice covering such areas as Lump Sum Investment, Retirement Planning, Life Insurance, and General Estate Tax Planning.


Desired Skill & Experience

  • A proven track record of success within an Advisory / Relationship Management capacity, within a financial services organisation such as a bank, brokerage or IFA.
  • Level 4 RDR UK Diploma (or equivalent if not UK based) minimum qualification. Idea...
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