Financial Advisor – Kuala Lumpur, Malaysia

Opportunity Overview

Our client is a small but fully regulated and licensed brokerage based in Malaysia. This opportunity is ideal for advisors in the region looking for a positive career change, as well as for quality advisers outside Malaysia seeking a licensed entity to operate with providers such as RL360, Utmost, and ITA.

Responsibilities

• Provide strategic advice across a variety of financial products and services
• Assess clients’ overall financial picture, understand their needs, and develop solid financial plans
• Guide clients toward profitable and secure financial decisions
• Stay informed on industry trends and conduct market research to support financial consulting
• Oversee and update financial plans as necessary to ensure client success
• Comply with all industry rules and regulations

Requirements

• Experienced UK financial advisors or those with experience advising UK/EU expa...