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Financial Advisors

Salary undisclosed

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Company Description

Offshore Investment Brokers focuses on providing exceptional service to expatriates to maximize tax-free savings and investments. The company utilizes the knowledge and experience of its advisors to select the right products that align with clients' financial circumstances and goals.

Role Description

This is a full-time hybrid role for a Financial Advisor located in WP Kuala Lumpur but with an option for remote work. The Financial Advisor will be responsible for financial planning, finance management, retirement planning, investment advisory, and providing comprehensive financial advice to clients.

Qualifications

  • Financial Planning and Retirement Planning skills
  • Experience in Finance Management and Investment Advisory
  • Strong background in Financial Advisory
  • Excellent analytical and communication skills
  • Capable of working independently and collaboratively
  • Knowledge of tax implications for expatriates is a plus
  • Level 3 or above
  • advantage would be an already established client base