Job Description

• New Client Acquisition – Proactively expand the client base by identifying and converting high-potential prospects through strategic networking, targeted outreach, event participation, collaborative partnerships, and consultative selling techniques.
• Investment Product Sales & Distribution – Market and distribute Apex Securities’ suite of investment products and solutions to a broad base of clients and investors by leveraging personal networks, referrals, and strategic outreach initiatives.
• Investment Advisory – Deliver tailored investment advice and comprehensive wealth solutions that align with each client’s financial objectives, risk profile, and investment preferences.
• Client Relationship Management – Build, maintain, and deepen trusted relationships with a diverse clientele including high-net-worth individuals, business owners, and institutional investors to ensure long-term engagement and portfolio growth. 

Job Requirements

• Diploma or Degree in Finance, Investment, Economics, or related fields is preferred.
• Minimum of 2 years of working experience in the Wealth Management industry and/or sales related roles is preferred.
• Fresh graduates with strong interest in financial services are also encouraged to apply.
• Candidates holding Capital Markets Services Representative’s License (CMSRL) for Module 6 & 7 and/or FIMM’s Unit Trust Consultant (UTC) license will have an added advantage.
• Possession of professional qualifications such as Chartered Financial Analyst (CFA), Certified Financial Planner (CFP), or Investment Planning and Portfolio Construction (IPPC) is an added advantage.
• Strong analytical skills with the ability to assess financial market trends.
• Able to understand clients’ financial needs and develop suitable portfolio strategies.
• Demonstrated ability to position and promote Wealth Management products effectively in line with market conditions.
• We are hiring for this role across all our branch locations — KL, PJ, Penang, JB, and Melaka.