Financial Advisor

Financial Advisor

SnapHunt Pte Ltd
Kuala Lumpur
5 - 10 Years
Not Specified

Job Description

The Offer

  • A role with autonomy to make impactful decisions
  • Attractive profit sharing structure

The Employer

Our client is a Wealth Management firm with a mission to help its clients, across the globe, achieve their financial goals and be well prepared for the future.

The Job
As a Financial Advisor, you will be required to have information pertaining to a wide range of financial products and services to disburse your responsibilities like:
  • Analysing client's financial health
  • Carefully assessing client requirements and devising a strategic financial plan.
  • Being your client's financial guide and looking into profitable and safe decision making
  • Complying with industry rules & regulations

The Profile

  • You have at least 5 years experience within a Financial Advisor role, ideally within an Asset Management firm.
  • You are adept at using Microsoft Office programs (Word, Excel, PowerPoint, Outlook)
  • You have communication skills and you are comfortable working with diverse people.
  • You are well versed with monetary laws and regulations and you follow Security Exchange Commission (SEC) rules.
  • You are highly goal driven and work well in fast paced environments
Ref :37089118

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