Wealth Advisor - Hiring Urgently

Salary :

RM5,000 - 7,500 monthly

Syarikat : DCA Advisory Sdn Bhd

Jenis Pekerjaan : Sepenuh Masa

Bilangan Pemohon

000+

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Penerangan Pekerjaan - Wealth Advisor - Hiring Urgently

We are hiring a reliable Wealth Advisor to join our energetic team at DCA Advisory Sdn Bhd in Petaling Jaya, Selangor.
Growing your career as a Full time Wealth Advisor is a fantastic opportunity to develop key skills.
If you are strong in analysis, leadership and have the right drive for the job, then apply for the position of Wealth Advisor at DCA Advisory Sdn Bhd today!

Job Description:

We are seeking a skilled and experienced

Wealth Advisor to join our financial advisory firm. As a Holistic Wealth Advisor, you will be responsible for providing comprehensive financial advice and wealth management services to our clients. Your role will involve assessing their financial situation, understanding their goals and values, and creating a customized financial plan to help them achieve their objectives.

Responsibilities:

Conduct thorough client assessments to understand their financial goals, risk tolerance, and investment preferences.
Develop and implement comprehensive financial plans that align with clients' goals and values, considering all aspects of their financial lives.
Provide guidance on investment strategies, asset allocation, retirement planning, estate planning, tax planning, and other wealth management areas.
Stay up to date with market trends, financial products, and regulatory changes to provide accurate and relevant advice to clients.
Collaborate with a team of professionals, such as tax specialists, estate planners, and insurance agents, to offer holistic solutions to clients.
Build and maintain strong client relationships through regular communication and excellent customer service.
Adhere to ethical and regulatory standards in all client interactions and maintain client confidentiality.

Requirements:

Bachelor's degree in finance, economics, business, or a related field (advanced degrees such as MBA or CFP certification are a plus).
Strong analytical and problem-solving skills.
Excellent communication and interpersonal skills.
Ability to build and maintain strong client relationships.
Familiarity with relevant financial regulations and compliance requirements.
Financial advisor is an advantage
Fresh graduate welcome to apply

If you are passionate about helping clients achieve their financial goals and have a comprehensive understanding of wealth management, we would love to hear from you. Join our team of dedicated professionals and make a meaningful impact on our clients' financial well-being.