Position Overview:
As a Wealth Advisor at Maximax Wealth Management, you will be responsible for providing tailored financial advice and investment strategies to clients. You will help clients manage their wealth through comprehensive planning and customized solutions to meet their financial goals, such as retirement planning, estate planning, risk management, and wealth preservation.
Key Responsibilities:

• Client Relationship Management: Build and maintain long-term relationships with high-net-worth clients, understanding their financial objectives and providing personalized strategies.
• Financial Planning: Develop comprehensive financial plans, including asset allocation, tax planning, retirement, estate planning, and investment management.
• Investment Strategy: Recommend investment strategies based on clients' risk tolerance, goals, and market conditions.
• Portfolio Management: Monitor and manage clients' investment portfolios, making adjustments as needed to optimize performance.
• Market Research: Stay updated on financial markets, tax laws, and investment products to provide informed advice.
• Compliance: Ensure all advice and strategies align with regulatory requirements and ethical standards.
• Team Collaboration: Work closely with other advisors, analysts, and support staff to deliver an exceptional client experience.

Job Type: Full-time
Pay: RM3,000.00 - RM10,000.00 per month
Benefits:

• Maternity leave
• Professional development
• Work from home

Schedule:

• Monday to Friday

Supplemental Pay:

• Commission pay
• Performance bonus
• Retention bonus
• Yearly bonus

Education:

• STM/STPM (Preferred)