Wealth Management Specialist
1 day ago
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 RoleThis 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.
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.
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.
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