Citigroup

Wealth Management Advisor

Citigroup

Kuala Lumpur, Federal Territory of Kuala Lumpur, Malaysia
Full-TimeDepends on ExperienceSenior LevelMasters
Job Description

We are looking for an experienced and motivated Wealth Management Advisor to join Citigroup’s dynamic team and help our clients build and protect their wealth. Our ideal candidate is a financial professional with a deep understanding of the financial markets and a passion for helping clients achieve their financial goals. The successful candidate must have a comprehensive understanding of client needs, the ability to develop and implement customized wealth management plans, and the communication skills to effectively and confidently advise clients. If you are an enthusiastic and skilled wealth management advisor, we would like to hear from you.

Responsibilities: -Develop and implement customized wealth management plans for clients -Provide comprehensive advice and solutions to clients -Research and analyze financial markets to identify best options for clients -Stay up to date on industry developments and changes in regulations -Perform portfolio analysis and asset allocation for clients -Provide ongoing monitoring and review of clients’ portfolios -Manage client relationships and ensure satisfaction -Develop and maintain a network of professional contacts to generate new business -Provide financial education to clients and assist with decision-making -Promote Citigroup’s wealth management services and products

Where is this job?
This job is located at Kuala Lumpur, Federal Territory of Kuala Lumpur, Malaysia
Job Qualifications
  • Excellent Communication And Interpersonal Skills

  • Bachelor's Degree In Finance

  • Ability To Work Independently And As Part Of A Team

  • + Years Of Experience In Financial Services

  • Certified Financial Planner (Cfp) Certification

  • Economics Or Business

  • Expertise In Portfolio Design And Management

  • Knowledge Of Financial Planning Strategies And Products

  • Proven Track Record Of Client Satisfaction

Required Skills
  • Risk Management

  • Strategic Planning

  • Financial Planning

  • Communication

  • Negotiation

  • Investment Management

  • Analytics

  • Regulatory compliance

  • Client Relations

  • Portfolio analysis

  • Asset allocation

  • Retirement planning

  • Estate Planning

  • Tax Planning

  • Wealth Preservation

Soft Skills
  • Communication

  • Conflict Resolution

  • Time management

  • Interpersonal Skills

  • creativity

  • Organization

  • Teamwork

  • collaboration

  • Adaptability

  • Problem-Solving

Compensation

According to JobzMall, the average salary range for a Wealth Management Advisor in Kuala Lumpur, Federal Territory of Kuala Lumpur, Malaysia is between RM 5,000 and RM 10,000 per month. This range is based on salaries submitted anonymously to JobzMall by Wealth Management Advisor employees in Kuala Lumpur, Federal Territory of Kuala Lumpur, Malaysia.

Additional Information
Citigroup is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We do not discriminate based upon race, religion, color, national origin, sex, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.
Required LanguagesMalay
Job PostedJune 10th, 2023
Apply BeforeMay 10th, 2026
This job posting is from a verified source. 
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About Citigroup

Citigroup Inc. or Citi is an American multinational investment bank and financial services corporation headquartered in New York City. The company was formed by the merger of banking giant Citicorp and financial conglomerate Travelers Group in 1998; Travelers was subsequently spun off from the company in 2002.

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