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- Tasks: Help clients manage their wealth and provide tailored financial advice.
- Company: Join deVere, an award-winning company focused on improving clients' financial wellbeing.
- Benefits: Enjoy competitive commissions, career progression, and training opportunities.
- Why this job: Experience life in vibrant Kuala Lumpur while making a real impact on clients' finances.
- Qualifications: Sales experience and a passion for finance are essential; high net worth client experience is a plus.
- Other info: Relocation to Malaysia is required; embrace a dynamic expat community.
The predicted salary is between 21600 - 36000 ÂŁ per year.
2 days ago Be among the first 25 applicants
This position is for our office in Kuala Lumpur, Malaysia, you must be willing to relocate to Malaysia for this role.
Thinking about a new role abroad? Kuala Lumpur could be exactly what you\’re looking for — a dynamic, fast-growing city with a thriving expat community, low cost of living, and huge career potential across multiple sectors. Whether you\’re looking to grow professionally, explore new markets, or just experience something completely different, this is a place where opportunity and lifestyle go hand in hand. If a fresh start with real impact is on your radar, it’s time to consider KL.
deVere is a sustainable, rewarding, and award-winning company who strive to make a difference in our clients lives and financial wellbeing.
We are looking for Financial Advisors who want to join us in our Kuala Lumpur office in Malaysia. Not only can we offer the experience to manage a vast and varied portfolio, but we also offer a plethora of training, continual career advancements and the opportunity to learn and grow with the business. Our CEO, Nigel Green, believes that training is at the foundation of what we do and has developed a culture of continued career support, driving our employees career aspirations.
Our culture is built on hard work and supporting our people to succeed while building an affluent
Our commitment and main objective is to deliver personalised, independent financial advice to each of our clients. As a Wealth Advisor, you will have the opportunity to support a number of individual clients with financial management. deVere Group has obtained license\’s in multiple countries allowing financial planning across borders as well as access to some of the best technical advancements in the industry to help you support your client.
You will be responsible for building solid relationships with clients and assisting them in making better decisions by providing investment advisory services that combine other financial services to address the needs of your portfolio.
Using a consultative process, you will be wholly responsible for gaining as much information about the client’s wants and specific situation, and tailor a personalised strategy using a range of financial products and services.
Key Activities
- Build and develop a bank of wealth management clients (B2C only).
- Manage and support a portfolio of clients, building strong and trusting relationships as well as maintaining continued strong communication with a personalised advisory approach.
- Build continuous AUM (assets under management) by identifying current personal financial needs as well as discovering other financial opportunities and advising on findings.
- Conduct in-depth reviews to identify personal and financial needs of our clients and deliver tailored wealth management to your clients.
- Deliver needs-based solutions through effective communication and influencing.
- You will continuously gather information to assess potential impacts and identify possible risks and opportunities for the client.
- Analyse markets globally and the client’s situation to pick the correct products and services for those client’s needs. You will have access to license\’s across multiple locations.
- Advise on a full range of products and services that can be offered. Providing individualised advice on personal wealth across: Lump Sum Investments, Fixed-Income Products, Global Funds, including Equity, VC, ESG, Regular Savings Plans, Portfolio Bonds, International Pension Planning, Fintech.
- Stay informed and comply with all relevant legislative, financial, procedural, and quality requirements.
Skills Required
- You must have experience in face to face sales and selling investment products.
- Service focused with strong numerical and analytical skills with close attention to detail.
- Previous experience in managing high net worth clients is desirable but not essential.
- An understanding of lump sum investments, offshore investments, fintech, bonds or pension products is highly advantageous.
- A trustworthy, financially sound, professional team player that has an instinct to deliver top quality service.
- Sound judgement skills and attention to detail can also help you to analyse the risks involved in certain investments.
- A proven sales track record would be advantageous.
- Have ambition, hunger for success and be driven by targets.
Company Benefits
- Opportunity for further chartered qualifications relevant to the industry.
- Multitude of career opportunities and progression.
- Opportunity to transfer to different locations.
- Competitive commission bonus based on a transparent structure.
- Individual and team training that supports your development.
- Client and employee events.
Kindly attach your CV to the application to be considered.
Seniority level
-
Seniority level
Associate
Employment type
-
Employment type
Full-time
Job function
-
Job function
Sales, Business Development, and Consulting
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Industries
Financial Services, Investment Banking, and Banking
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Financial Advisor - Kuala Lumpur, Malaysia employer: deVere Group
Contact Detail:
deVere Group Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Advisor - Kuala Lumpur, Malaysia
✨Tip Number 1
Research the financial landscape in Kuala Lumpur. Understanding local investment trends and regulations will not only help you in interviews but also demonstrate your commitment to relocating and succeeding in this new market.
✨Tip Number 2
Network with professionals already working in the financial sector in Malaysia. Use platforms like LinkedIn to connect with current employees at deVere or other financial firms, as they can provide valuable insights and potentially refer you for the position.
✨Tip Number 3
Familiarise yourself with the specific financial products and services mentioned in the job description. Being able to discuss these in detail during your conversations will show that you're proactive and knowledgeable about what the role entails.
✨Tip Number 4
Prepare for a consultative approach in your discussions. Practice how you would assess a client's needs and tailor financial solutions, as this aligns with the job's focus on personalised advisory services and will highlight your suitability for the role.
We think you need these skills to ace Financial Advisor - Kuala Lumpur, Malaysia
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in face-to-face sales and investment products. Emphasise any previous work with high net worth clients, as well as your numerical and analytical skills.
Craft a Compelling Cover Letter: Write a cover letter that showcases your ambition and hunger for success. Mention why you are interested in relocating to Kuala Lumpur and how you can contribute to deVere's mission of delivering personalised financial advice.
Highlight Relevant Skills: In your application, focus on skills that align with the job description, such as relationship building, risk analysis, and knowledge of financial products like lump sum investments and offshore investments.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any errors. A polished application reflects attention to detail, which is crucial in the financial advisory field.
How to prepare for a job interview at deVere Group
✨Research deVere Group
Before your interview, take the time to understand deVere Group's mission, values, and services. Familiarise yourself with their approach to financial advising and how they support their clients. This knowledge will help you align your answers with their expectations and demonstrate your genuine interest in the company.
✨Showcase Your Sales Experience
As a Financial Advisor, your ability to sell investment products is crucial. Be prepared to discuss your previous sales experiences, particularly in face-to-face settings. Highlight any successes you've had in managing high net worth clients or achieving sales targets, as this will show your potential value to the team.
✨Prepare for Scenario-Based Questions
Expect to encounter scenario-based questions that assess your problem-solving skills and ability to tailor financial solutions. Practice articulating how you would handle specific client situations, focusing on your consultative approach and the importance of building strong relationships.
✨Demonstrate Cultural Fit
deVere Group values a supportive and ambitious culture. During the interview, convey your enthusiasm for personal growth and teamwork. Share examples of how you've contributed to a positive work environment in the past, and express your eagerness to be part of a dynamic team in Kuala Lumpur.
