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- Tasks: Help clients manage their wealth and provide tailored financial advice.
- Company: Join deVere, an award-winning company focused on sustainable financial wellbeing.
- Benefits: Enjoy competitive commissions, career progression, and training opportunities.
- Why this job: Be part of a driven team that values growth and client success.
- Qualifications: Experience in face-to-face sales; knowledge of investment products is a plus.
- Other info: Relocation to Kuala Lumpur is required for this exciting opportunity.
The predicted salary is between 36000 - 60000 £ per year.
This position is for our office in Kuala Lumpur, Malaysia, and you must be willing to relocate to Malaysia for this role. deVere is a sustainable, rewarding, and award-winning company that strives to make a difference in our clients' lives and financial wellbeing. We are looking for Wealth Advisors who want to join us in our Kuala Lumpur office. 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 career. We are an ambitious and driven company, rapidly growing and constantly looking for individuals who want to learn and develop with us on this journey. 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 licenses 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.
- 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.
- Advise on a full range of products and services that can be offered.
- Provide 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.
- 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.
- 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: Associate
Employment type: Full-time
Job function: Sales, Business Development, and Consulting
Industries: Financial Services, Investment Banking, and Banking
Wealth Advisor - Kuala Lumpur, Malaysia employer: deVere Group
Contact Detail:
deVere Group Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Wealth Advisor - Kuala Lumpur, Malaysia
✨Tip Number 1
Familiarise yourself with the financial landscape in Malaysia, especially regarding investment products and regulations. Understanding local market trends will not only help you in interviews but also demonstrate your commitment to relocating and succeeding in this role.
✨Tip Number 2
Network with professionals in the financial services industry in Kuala Lumpur. Attend relevant events or join online forums to connect with current Wealth Advisors or financial consultants. This can provide valuable insights and potentially lead to referrals.
✨Tip Number 3
Prepare to discuss your sales achievements and how you've built client relationships in previous roles. Be ready to share specific examples that highlight your ability to manage high net worth clients and deliver tailored financial advice.
✨Tip Number 4
Research deVere Group's values and culture thoroughly. Understanding their commitment to training and career development will allow you to align your personal goals with the company's mission, making you a more attractive candidate.
We think you need these skills to ace Wealth 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. Explain why you want to join deVere in Kuala Lumpur and how your skills align with their mission of delivering personalised financial advice.
Highlight Relevant Skills: In your application, focus on skills that are crucial for the role, such as sound judgement, attention to detail, and the ability to build strong client relationships. Mention any knowledge of lump sum investments, offshore investments, or fintech.
Showcase Your Sales Track Record: If you have a proven sales track record, make sure to include specific examples in your application. This will demonstrate your capability to meet targets and contribute to the growth of the company.
How to prepare for a job interview at deVere Group
✨Research deVere Group
Before your interview, take the time to understand deVere's mission, values, and the services they offer. Familiarise yourself with their approach to wealth management and how they differentiate themselves in the market. This knowledge will help you align your answers with their goals and demonstrate your genuine interest in the company.
✨Showcase Your Sales Experience
Since the role requires experience in face-to-face sales and selling investment products, be prepared to discuss your previous sales experiences in detail. Highlight specific achievements, such as meeting or exceeding targets, and how you built relationships with clients. Use examples that showcase your ability to influence and communicate effectively.
✨Demonstrate Analytical Skills
As a Wealth Advisor, you'll need strong numerical and analytical skills. Be ready to discuss how you've used these skills in past roles to assess client needs and identify suitable financial products. You might also want to prepare for questions that test your ability to analyse market trends and make informed recommendations.
✨Prepare Questions for the Interviewer
Having thoughtful questions prepared shows your enthusiasm for the role and helps you assess if deVere is the right fit for you. Consider asking about the training and development opportunities available, the company culture, or how success is measured in the Wealth Advisor role. This not only demonstrates your interest but also gives you valuable insights into the company.
