Part – YCN Group
Role Summary
The Part-Time Wealth Management Advisor is responsible for building and maintaining relationships with potential clients. This role involves providing appropriate financial advice and assisting clients in planning their investment strategies.
Job Description
As a Part-Time Wealth Management Advisor, you will engage in daily activities that involve networking, referrals, and outreach to attract new clients. You will also provide tailored financial advice to help clients achieve their investment goals.
Key Responsibilities:
- Build and maintain relationships with potential clients.
- Utilize networking and referrals to attract new clients.
- Provide suitable financial advice to clients.
- Assist clients in planning their investment strategies.
- Understand client needs and tailor solutions accordingly.
- Conduct financial analysis to support client decisions.
- Work independently and collaboratively within a team.
Job Requirements
Experience in finance or customer service
Excellent communication skills
Ability to build strong relationships with clients
Skills in financial analysis
Capability to work independently and in a team
Certification or qualification in financial planning is an advantage
Quick Info
Company
YCN Group
Location
Kuala Lumpur
Salary
MYR 400 - 16000
Skills Required
6 skills
Click to submit your application
Required Skills
Financial Analysis
Communication
Relationship Building
Investment Planning
Networking
Customer Service
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