- Strong leadership and management skills
- Financial expertise and knowledge of wealth management
- Proven track record in business development and client acquisition
- Excellent communication and interpersonal skills
- Ability to build and maintain relationships with clients and stakeholders
- Detail-oriented and organized
- Bachelor's degree in Finance, Business, or a related field
- Certifications such as CFP or CFA are a plus
Agency Director - Malaysia, Selangor - FINBAZE Wealth Advisors (M) Sdn Bhd
Description
Company Description
FINBAZE Wealth Advisors (M) Sdn Bhd, located in Cheras, is a financial services firm dedicated to delivering exceptional service to clients. With a team of experienced financial professionals, we prioritize client interests above all else. Our mission is to manage the complexities of the financial lives of successful families and institutions. We bring decades of expertise to serve our clients' needs and ensure future generations and beneficiaries receive the same level of expertise.
Role Description
This is a full-time on-site role for an Agency Director at FINBAZE Wealth Advisors (M) Sdn Bhd. The Agency Director will be responsible for overseeing day-to-day operations, managing a team of advisors, developing and executing business strategies, and providing exceptional service to clients. This role requires strong leadership skills, financial expertise, and the ability to drive business growth.
Qualifications