Wealth Management Advisor

ADC Wealth Resources Sdn. Bhd.

Petaling Jaya, Malaysia, Selangor

Fresher

This job is no longer accepting applications

Posted 7 months ago

Job Description

Company Description

ADC Wealth Resources provides wealth management advisory, services, and solutions in wealth creation, protection, accumulation, preservation, and distribution.

Role Description

This is a hybrid role for a Wealth Management Advisor at ADC Wealth Resources Sdn. Bhd.

The Wealth Management Advisor will be responsible for providing wealth protection, accumulation,preservation and distribution planning services, private equity & private credit and offering various wealth management solutions to clients.

Qualifications

Financial Planning and Retirement Planning skills
Experience in Investments and Finance
Knowledge of Wealth Management Services
Strong analytical and problem-solving abilities
Excellent communication and interpersonal skills
Ability to work both independently and in a team setting
Relevant certifications such as CFP or RFP or any financial knowledge & experience will be an added advantage.