Apex Group Malaysia Hiring! Full Time Wealth Management Advisor in Federal Territory - Ricebowl

Company Description

Apex Equity Holdings Berhad (AEHB), established on 21 November 1990, is a prominent Malaysian company focused on investment holding and trading in marketable securities. Operating through its subsidiaries – Apex Securities Berhad, Apex Development Sdn Bhd, and Apex Equity Capital Sdn Bhd – the company is engaged in major business areas such as stockbroking, property holding, property development, and money lending. AEHB is a well-established financial services provider with significant expertise in investment opportunities. The company is committed to delivering high-quality financial solutions tailored to meet diverse client needs.

Role Description

This is a full-time, on-site role as a Wealth Management Advisor, based in Greater Kuala Lumpur. The Wealth Management Advisor will be responsible for developing and maintaining client relationships, providing personalized wealth management services, creating financial and retirement plans, and advising clients on investment strategies to meet their financial goals. The role requires consistent evaluation of clients’ financial status and offering appropriate solutions catered to their specific objectives.

Qualifications

• Expertise in Financial Planning and Retirement Planning to assess and design tailored plans for clients’ financial goals.
• Strong knowledge of Investments and Wealth Management Services to provide strategic investment advice and manage portfolios responsibly.
• Proficient understanding of Finance principles and marketable securities for effective decision-making and guidance.
• Excellent communication and interpersonal skills to build and maintain professional and trusted relationships with clients.
• Proven track record in financial advising or wealth management, with the ability to work in a dynamic, client-focused environment.
• Relevant certifications in finance or wealth management are advantageous.
• Minimum Requirement from SPM with 5 credits