Wealth Manager

2 weeks ago

Kuala Lumpur, Kuala Lumpur, Malaysia Independent Resourcing Consultancy Ltd Full time

Our client is an Independent Financial Advisory firm with offices in Malaysia and London, specialising in working with international expatriates. The firm offers a comprehensive range of services, including wealth management, pension planning, private banking, and portfolio review. They prioritise understanding clients as individuals and creating tailored financial plans to help them achieve their life goals.

Position Overview:

The client is seeking a Wealth Manager to join their expanding global team. The successful candidate will be responsible for managing and growing a portfolio of affluent clients by providing tailored financial advice and investment strategies. This role requires exceptional relationship management skills, a deep understanding of financial markets, and a commitment to delivering outstanding client service.

Key Responsibilities:
  1. Client Relationship Management: Build and maintain strong relationships with affluent clients, understanding their financial goals, risk tolerance, and investment preferences.
  2. Financial Planning: Tailor financial plans encompassing retirement planning, tax optimization, estate planning, and more.
  3. Investment Strategy: Create and implement personalized investment strategies utilizing a wide range of financial products and services offered by the firm.
  4. Market Analysis: Stay updated with global financial markets, economic trends, and investment opportunities to provide informed advice.
  5. Client Education: Educate clients on various financial products, market trends, and investment strategies to empower them to make informed decisions.
  6. Compliance: Ensure that all advisory activities comply with regulatory standards and company policies.
  7. Collaboration: Work closely with internal teams, including research, compliance, and operations, to deliver comprehensive wealth management solutions.
Qualifications:
  1. Education: Bachelor's degree in Finance, Economics, Business Administration, or a related field; a Master's degree or professional certifications (e.g., DipFa, CFA, CFP) is also required.
  2. Experience: 5-7 years of experience in wealth management with a transferable international client base.
Skills:
  1. Strong analytical and quantitative skills.
  2. Excellent communication and interpersonal skills.
  3. Proven ability to build and maintain relationships with affluent clients.
  4. Proficiency in using financial planning and portfolio management tools.
  5. Ability to work independently and as part of a team.
  6. In-depth understanding of financial markets, investment products, and regulatory requirements in international markets.
  7. Fluency in English is required.
Application Process:

Interested candidates are invited to apply with their resume and a cover letter detailing their qualifications and experience.

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