At a Glance
- Tasks: Provide strategic financial advice and develop tailored financial plans for clients.
- Company: Join a licensed brokerage in Malaysia focused on positive change in financial advisory.
- Benefits: Enjoy a competitive salary, high commission rates, and a regulated work environment.
- Why this job: Make a real impact by guiding clients towards secure financial futures in a dynamic market.
- Qualifications: Ideal for experienced UK financial advisors with strong communication and analytical skills.
- Other info: This role is client-facing and sales-driven, perfect for those with investment product sales experience.
The predicted salary is between 36000 - 60000 £ per year.
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
- Provide strategic advice across a variety of financial products and services
- Assess clients\’ overall financial picture, understand their needs, and develop a solid financial plan
- Guide clients towards profitable and secure financial decisions
- Stay updated on industry trends and research markets to support financial consulting
- Oversee the course of the financial plan and update it as necessary to ensure profits
- Comply with all industry rules and regulations
Requirements
- Ideally suited for experienced UK financial advisors or those advising UK/EU expatriates in the region
- English as the first language (business proficiency)
- UK financial services qualifications preferred but not required (e.g., DipFA, DipPFS)
- Proven experience as an investment advisor
- Successful track record in financial guidance
- Ability to analyze financial data and provide data-based advice
- Strong communication, negotiation, and presentation skills
- Attention to detail and ability to explain complex information clearly
Benefits
- Potential for substantial, increasing earnings annually
- Regulated role with a 2-year work visa
- Basic salary of 10,000 RM (refunded via commission)
- Commission rate of 65%
- 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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Financial Advisor Malaysia employer: International Financial Advisor Jobs
Contact Detail:
International Financial Advisor Jobs Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Advisor Malaysia
✨Tip Number 1
Network with other financial advisors in Malaysia and the UK. Attend industry events, webinars, or local meetups to connect with professionals who can provide insights into the market and potentially refer clients to you.
✨Tip Number 2
Stay updated on the latest financial products and regulations relevant to expatriates. This knowledge will not only enhance your credibility but also allow you to offer tailored advice that meets the specific needs of your clients.
✨Tip Number 3
Consider obtaining additional qualifications that are recognised in the UK and EU markets. Even though they are not required, having certifications like DipFA or DipPFS can set you apart from other candidates and demonstrate your commitment to professional development.
✨Tip Number 4
Prepare to showcase your successful track record in financial guidance during interviews. Be ready to discuss specific examples of how you've helped clients achieve their financial goals, as this will highlight your expertise and build trust with potential employers.
We think you need these skills to ace Financial Advisor Malaysia
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience as a financial advisor, especially if you have worked with UK/EU expatriates. Emphasise any relevant qualifications and your successful track record in financial guidance.
Craft a Compelling Cover Letter: In your cover letter, express your enthusiasm for the role and explain why you are a good fit. Mention your understanding of the financial products and services relevant to the position, and how you can help clients achieve their financial goals.
Showcase Your Communication Skills: Since strong communication is key for this role, ensure that your application reflects your ability to explain complex financial information clearly. Use concise language and avoid jargon where possible.
Highlight Industry Knowledge: Demonstrate your awareness of current industry trends and regulations in your application. This shows that you are proactive and committed to staying informed, which is crucial for providing strategic advice.
How to prepare for a job interview at International Financial Advisor Jobs
✨Know Your Financial Products
Make sure you have a solid understanding of the financial products and services you'll be advising on. Be prepared to discuss how these products can benefit clients and align with their financial goals.
✨Demonstrate Client-Centric Thinking
Show that you can assess a client's overall financial picture and tailor your advice accordingly. Prepare examples of how you've successfully developed financial plans in the past.
✨Stay Updated on Industry Trends
Research current trends in the financial industry, especially those relevant to expatriates. Being knowledgeable about market changes will help you provide informed advice and demonstrate your commitment to ongoing learning.
✨Practice Clear Communication
Since this role requires strong communication skills, practice explaining complex financial concepts in simple terms. This will help you connect with clients and ensure they understand your advice.