Wealth Management Specialist

1 day ago


Kuala Lumpur, Kuala Lumpur, Malaysia Click and Connect Online Limited Full time
Job Summary

We are seeking an experienced Wealth Manager to join our team in Kuala Lumpur - Malaysia. As a Wealth Manager, you will be responsible for providing tailored financial advice and wealth management solutions to high-net-worth individuals and families.

About the Role

This role is pivotal in developing and managing a portfolio of high-net-worth clients, analyzing their financial situations, risk tolerance, and investment goals to create tailored wealth management plans.

The ideal candidate will have a proven track record in wealth management, exceptional client relationship skills, and a deep understanding of the financial markets.

Key Responsibilities
  • Develop and manage a portfolio of high-net-worth clients, providing personalized financial strategies and investment advice.
  • Conduct comprehensive financial planning, including investment management, retirement planning, estate planning, and tax optimization.
  • Analyze clients' financial situations, risk tolerance, and investment goals to create tailored wealth management plans.
  • Monitor and review clients' investment portfolios, making adjustments as necessary to ensure alignment with their financial objectives.
  • Stay updated with market trends, economic conditions, and regulatory changes to provide informed advice to clients.
Qualifications and Requirements

To be successful in this role, you will need:

  • A Bachelor's degree in Finance, Economics, Business Administration, or a related field (Master's degree or relevant certifications).
  • Minimum of 5 years of experience in wealth management or a related financial advisory role.
  • Proven track record of managing and growing a portfolio of high-net-worth clients.
  • Strong knowledge of financial products, investment strategies, and market dynamics.
  • Excellent communication, negotiation, and interpersonal skills.
  • A transferable book of clients with over $5 million in Assets Under Management (AUM) is required.
Benefits and Salary

This role offers a competitive salary range of RM200,000 - RM300,000 per annum, depending on experience, plus performance-based incentives, comprehensive health and wellness benefits, opportunities for professional development and career advancement, and a supportive and collaborative work environment.



  • Kuala Lumpur, Kuala Lumpur, Malaysia Click and Connect Online Limited Full time

    Wealth Management OpportunityIndependent Resourcing Consultancy Ltd is seeking an experienced Financial Services Specialist to join their team in Kuala Lumpur, Malaysia.About the RoleThe successful candidate will be responsible for providing expert financial advice to clients, assisting them in achieving their financial goals and securing their financial...


  • Kuala Lumpur, Kuala Lumpur, Malaysia Click and Connect Online Limited Full time

    Job Title: Wealth Management ProfessionalWe are seeking an experienced and qualified Wealth Management Professional to join Click and Connect Online Limited in Kuala Lumpur, Malaysia.The role involves providing expert financial advice to clients, assisting them in achieving their financial goals and securing their financial futures.Key...

  • Wealth Advisor

    2 months ago


    Kuala Lumpur, Kuala Lumpur, Malaysia Click and Connect Online Limited Full time

    Wealth Manager RoleSeeking a seasoned Wealth Manager to provide expert financial advice and wealth management solutions to high-net-worth individuals and families. The ideal candidate will have a strong track record in wealth management, exceptional client relationship skills, and a deep understanding of the financial markets.Key Responsibilities:Develop and...


  • Kuala Lumpur, Kuala Lumpur, Malaysia Click and Connect Online Limited Full time

    We are seeking a highly skilled Wealth Management Professional to join our global team at Click and Connect Online Limited. This exciting opportunity is based in Malaysia, offering a competitive package with attractive income retention.Job Description:As a Senior Wealth Manager, you will be responsible for cultivating and managing relationships with...


  • Kuala Lumpur, Kuala Lumpur, Malaysia Click and Connect Online Limited Full time

    As a Senior Wealth Manager at Click and Connect Online Limited, you will play a crucial role in cultivating and managing relationships with high-net-worth clients from around the world. This position offers a unique opportunity to leverage your expertise in financial planning and investment management to help international clients achieve their long-term...


  • Kuala Lumpur, Kuala Lumpur, Malaysia Click and Connect Online Limited Full time

    Job OverviewWe are seeking an experienced Senior Wealth Management Professional to join our team at Independent Resourcing Consultancy Ltd in Kuala Lumpur, Malaysia.


  • Kuala Lumpur, Kuala Lumpur, Malaysia Click and Connect Online Limited Full time

    Job OverviewWe are representing a renowned Wealth Management firm in Kuala Lumpur, seeking an experienced and qualified Financial Advisor to join their esteemed team.


  • Kuala Lumpur, Kuala Lumpur, Malaysia Click and Connect Online Limited Full time

    At Click and Connect Online Limited, we are seeking a seasoned Senior Wealth Manager to lead our wealth management team in Malaysia. Competitive Salary: $120,000 - $180,000 per annum, depending on experience About the Role:Wealth managers at our company work closely with high-net-worth clients, providing personalized financial planning and investment...


  • Kuala Lumpur, Kuala Lumpur, Malaysia Click and Connect Online Limited Full time

    Established in Kuala Lumpur, Click and Connect Online Limited is an esteemed International Wealth Management firm seeking a seasoned Independent Financial Advisor to join their team.The selected candidate will be entrusted with providing specialized financial guidance to clients, aiding them in achieving their financial aspirations and strengthening their...


  • Kuala Lumpur, Kuala Lumpur, Malaysia Click and Connect Online Limited Full time

    Kuala Lumpur, MalaysiaCompetitive Package Self Employed PackageAbout the RoleWe are representing a leading International Wealth Management firm seeking an experienced and qualified Strategic Financial Solutions Specialist to join their team in Malaysia.As a Strategic Financial Solutions Specialist, you will be responsible for providing expert financial...


  • Kuala Lumpur, Kuala Lumpur, Malaysia Click and Connect Online Limited Full time

    Competitive Salary: RM 120,000 - RM 200,000 per annumClick and Connect Online Limited is seeking a highly experienced and qualified Independent Financial Advisor to join their team in Kuala Lumpur, Malaysia.Job Description:Company OverviewWe are a leading International Wealth Management firm dedicated to providing expert financial advice to our clients. Our...


  • Kuala Lumpur, Kuala Lumpur, Malaysia SearchCP Full time

    At SearchCP, we're a global risk management and intelligence consulting firm. Our expertise spans across complex risk environments, where businesses and individuals require informed decision-making.We specialise in conducting due diligence investigations, offering strategic intelligence, and providing tailored solutions for risk mitigation. With a global...


  • Kuala Lumpur, Kuala Lumpur, Malaysia SearchCP Full time

    About SearchCPWe are a global risk management and intelligence consulting firm specialising in helping businesses and individuals navigate complex risk environments.Estimated Salary: $60,000 - $80,000 per yearJob DescriptionAs a Due Diligence Analyst, you will be part of our Citizenship and Visa (C&V) team, assisting government agencies that run citizenship...


  • Kuala Lumpur, Kuala Lumpur, Malaysia Click and Connect Online Limited Full time

    Embark on a fulfilling career with Click and Connect Online Limited as a seasoned Wealth Manager in Malaysia. This exciting opportunity allows you to leverage your expertise in wealth management to create tailored financial plans for affluent clients.Job OverviewWe are seeking an experienced Wealth Manager to join our dynamic team in Malaysia. As a key...


  • Kuala Lumpur, Kuala Lumpur, Malaysia Link Compliance Full time

    We are seeking a highly skilled Financial Management Specialist to join our team at Link Compliance in Kuala Lumpur. The successful candidate will play a crucial role in managing our company's full set of accounts, ensuring accurate and timely financial transactions.This is an office-based position, working from 9:00 AM to 6:00 PM, Monday to Friday. As a key...


  • Kuala Lumpur, Kuala Lumpur, Malaysia Click and Connect Online Limited Full time

    We are seeking a highly skilled Wealth Manager to join our team at Click and Connect Online Limited in Kuala Lumpur - Malaysia.The estimated salary for this role is approximately RM200,000 to RM400,000 per annum, depending on experience.About the Role:This pivotal position involves providing tailored financial advice and wealth management solutions to...


  • Kuala Lumpur, Kuala Lumpur, Malaysia Talent Recruit Full time

    Job Title: Transportation SpecialistWe are seeking a highly skilled and experienced Transportation Specialist to join our team at Talent Recruit.About the Role:The successful candidate will be responsible for driving our Managing Director safely and efficiently, with a strong emphasis on professionalism and confidentiality.Key Responsibilities:Provide safe...


  • Kuala Lumpur, Kuala Lumpur, Malaysia SearchCP Full time

    SearchCP, a leading global risk management and intelligence consulting firm, is seeking a highly skilled Due Diligence Analyst to join their team in KL. This is an excellent opportunity for someone looking to start their career in the due diligence field with comprehensive training provided.Job SummaryWe are looking for a Due Diligence Analyst who will work...


  • Kuala Lumpur, Kuala Lumpur, Malaysia Hunters International Sdn Bhd Full time

    About the RoleThis is a dynamic opportunity to support the Managing Director of Hunters International Sdn Bhd, a leading commercial building in Kuala Lumpur. As an Administrative Support Specialist, you will play a vital role in ensuring the smooth operation of the office and delivering exceptional support to the Managing Director.


  • Kuala Lumpur, Kuala Lumpur, Malaysia Krisvconsulting Services Pte Ltd Full time

    Krisvconsulting Services Pte Ltd is offering a highly competitive salary of SGD $120,000 per annum for this role.Job Description:We are seeking an experienced Senior Order Management Specialist to manage and optimize the end-to-end order-to-cash processes within our SAP environment. The ideal candidate will have strong knowledge of O2C processes such as...