FINANCIAL ADVISOR MALAYSIA

My new client in Malaysia has a small, yet fully regulated and licensed brokerage. If you are an advisor in the region seeking positive change, this opportunity is worth considering.

The client is also interested in quality advisers outside Malaysia who want to work or need a licensed entity to use RL360, Utmost, ITA, etc.

Responsibilities

1. Provide strategic advice across a variety of financial products and services
2. Assess clients\’ overall financial picture, understand their needs, and develop a solid financial plan
3. Guide clients towards profitable and secure financial decisions
4. Stay updated on industry trends and research markets to support financial consulting
5. Oversee the course of the financial plan and update it as necessary to ensure profits
6. Comply with all industry rules and regulations

Requirements

1. Ideally suited for experienced UK financial advisors or those advising UK/EU expatriates in the region
2. English as the first language (business proficiency)
3. UK financial services qualifications preferred but not required (e.g., DipFA, DipPFS)
4. Proven experience as an investment advisor
5. Successful track record in financial guidance
6. Ability to analyze financial data and provide data-based advice
7. Strong communication, negotiation, and presentation skills
8. Attention to detail and ability to explain complex information clearly

Benefits

1. Potential for substantial, increasing earnings annually
2. Regulated role with a 2-year work visa
3. Basic salary of 10,000 RM (refunded via commission)
4. Commission rate of 65%
5. Trail commission of 65%

Please note: This position is suitable for experienced investment advisory candidates, primarily serving EU and UK expatriates. A minimum of two years\’ experience in wealth management is required. This role is client-facing, sales-driven, and not suitable for those from accounting, auditing, or financial management professions. Only apply if you have the relevant investment product sales experience.

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