Financial Advisor Malaysia

Ifa Jobs; London; On-site; GBP 40,000 - 80,000; Full time

Job summary

A financial advisory firm is seeking a Financial Advisor to serve UK and EU expatriates, focused on providing strategic financial planning and advice. The ideal candidate will have investment advisory experience and strong communication skills, with a requirement for a minimum of two years experience in the wealth management sector. This regulated role comes with significant earning potential through a commission structure, making it an excellent opportunity for experienced financial professionals.

Benefits

Regulated Role

2 year working visa

Qualifications

• Experience advising UK/EU expatriates in the region.
• Proven prior working experience as an investment advisor.
• Ability to analyze market’s financial data and provide data-based advice.

Responsibilities

• Provide strategic advice across a variety of financial products and services.
• Develop solid financial plans based on client needs.
• Guide clients towards profitable and secure financial decisions.

Skills

Communication

Negotiation

Financial Analysis

Education

UK financial services qualifications (DipFA, DipPFS)

Job description

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

Our client 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 client’s overall financial picture, understand their needs and develop a solid financial plan
• Guide clients towards a profitable and secure financial decision
• Keep abreast of new industry’s trends and research market to back up financial consulting
• Oversee the course of the financial plan and update it, if necessary, to ensure profits
• Comply with all industry rules and regulations
  
  

Requirements

• This position would ideally suit experienced UK financial advisors, or those with experience advising UK / EU expatriates in the region
• English first language (business language)
• UK financial services qualifications desired, but not required (DipFA, DipPFS or similar etc)
• Proven prior working experience as an investment advisor
• Track record of successful financial guidance
• Ability to analyze market’s financial data and to provide appropriate data-based advice
• Strong communication, negotiation and presentation skills
• Accuracy, attention to detail and the ability to explain complex information clearly and simply
  
  

Benefits

• The ability to earn substantially, increasing year on year
• Regulated Role
• Comes with 2 year working visa
• Basic Salary 10,000 RM ( refunded via commission)
• Commission rate 65%
• Trail 65%
  
  

Please note: This position would typically suit experienced investment advisory candidates as most of the consumers served by my client are typical EU and UK expatriates. A minimum of two years experience working in the wealth management business is a requirement. This position is NOT for someone from the accounting / auditing or financial management profession. This is a client facing, sales and targets driven profession. Please only apply if you have the required investment product sales experience.

Tagged as: advisor, Asia, careers, FInancial Adviser Careers, Financial Advisor, International IFA, KL, Kuala Lumpur, Malaysia, Offshore IFA, Pensions, QROPS, SE Asia, UK Financial Advisors, UK Pensions, Wealth Advisor, Wealth Management Advisor, Wealth Manager, Wealth Mangement

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance and Sales

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