Investment and Financial Advisor
One of the region’s leading IT and finance companies is seeking a full-time financial and investment advisor to manage our finance, investment, and banking-related portfolios while overseeing key client relationships. In this strategic role, you will be responsible for the end-to-end client lifecycle — from onboarding and deepening engagement to driving product adoption, identifying upsell opportunities, and ensuring long-term client satisfaction. Leveraging your expertise in relationship management, financial planning, and investment solutions, you will serve as a trusted advisor, empowering clients to make informed decisions using our investment data aggregation and analytics platform. This role is well-suited for professionals experienced in managing high-net-worth portfolios, delivering comprehensive financial strategies, and ensuring compliance in a regulated environment. You’ll be part of an innovative and fast-growing team with strong financial backing, where your contributions in wealth management and client success will directly support business growth and lasting client partnerships. Key Responsibilities: * Manage, grow, and nurture relationships with high-value clients by delivering personalized and strategic support across finance, investment, and wealth-related port
Job Types: Full-time, Permanent, Fresh graduate
Pay: From RM3,000.00 per month
Benefits:
- Health insurance
- Maternity leave
- Opportunities for promotion
- Professional development
Schedule:
- Monday to Friday
Supplemental Pay:
- Commission pay
- Performance bonus
- Yearly bonus
Work Location: In person