Wealth Management Advisor

Company Description

The Seed Wealth Management believes in fostering growth with clients through comprehensive financial planning, helping them achieve their long-term financial goals. The organization also values work-life balance and is committed to supporting its team members in achieving a healthy equilibrium between their professional and personal lives. As a client-centric firm, The Seed focuses on building lasting relationships founded on trust and tailored financial solutions.

Role Description

This is a full-time hybrid role for a Wealth Management Advisor, based in Petaling Jaya with some flexibility to work from home. The Wealth Management Advisor will work closely with clients to develop personalized financial plans, provide retirement planning guidance, and recommend tailored investment strategies. The role also involves delivering wealth management services, managing client portfolios, and ensuring clients financial goals are met through ongoing consultations.

Qualifications

• Expertise in Financial Planning, Retirement Planning, and Investments
• Solid knowledge of Finance and Wealth Management Services
• Strong interpersonal and communication skills for building and maintaining client relationships
• Ability to analyze client needs and market trends to create effective financial strategies
• Bachelor's degree in Finance, Economics, or a related field; relevant certifications (e.g., CFP, CFA) are a plus
• Self-motivated, with excellent organizational and problem-solving skills
• Proficiency in financial software tools and technology
• Prior experience in wealth management or financial advising is advantageous