Financial Advisor

UOB Kay Hian Wealth Advisors (UWEALTH)
Malacca City
Remote
MYR 100,000 - 150,000
Job description

Company Description
UOB Kay Hian Wealth Advisors (UWEALTH) is a 100%-owned subsidiary of UOB Kay Hian Securities (M) Sdn. Bhd and a member of the SGX-listed UOB Kay Hian Holding Limited group. UWEALTH is an Approved Financial Adviser (FA) & Islamic Financial Adviser (IFA) of Bank Negara Malaysia, a Capital Market Service (CMS) Licensed Entity of Securities Commission Malaysia (SC), and a registered Corporate Unit Trust Advisor (CUTA) and Corporate Private Retirement Scheme Advisor (CPRA) of Federation of Investment Managers Malaysia (FIMM).


Role Description
This is a full-time remote role for a Financial Advisor at UOB Kay Hian Wealth Advisors (UWEALTH). The Financial Advisor will be responsible for financial planning, retirement planning, providing financial advisory services to clients, and managing investments.


Qualifications

  1. Experience in Insurance and unit trust investment
  2. Min 5 years working experience in related financial industry
  3. Financial Planning and Retirement Planning skills
  4. Bankers or former banker are welcome
  5. Experience in Finance and Investments
  6. Financial Advisory expertise
  7. Strong analytical and problem-solving skills
  8. Excellent communication and interpersonal skills
  9. Ability to work independently and remotely
  10. Relevant certifications such as RFP, CFP equivalent.
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