International Wealth Strategist

3 weeks ago


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

We are seeking a Senior Wealth Manager to join our expanding global team. In this role, you will be responsible for cultivating and managing relationships with high-net-worth clients, devising personalised financial plans, and guiding clients toward financial success.

Job Summary

This is a competitive package with an attractive income retention offering comprehensive benefits with long-term incentives. The ideal candidate will have a strong drive to convert opportunities into consistent revenue, ensuring mutual growth and satisfaction for both themselves and their clients.

Salary and Benefits

The estimated salary for this position ranges between RM 120,000 - RM 200,000 per annum, depending on experience. Additionally, we offer comprehensive benefits, including a competitive bonus structure, flexible work arrangements, and opportunities for professional growth and development.

Key Responsibilities
  • Client Relationship Management: Build and maintain strong relationships with affluent clients, understanding their financial goals, risk tolerance, and investment preferences.
  • Financial Planning: Develop comprehensive financial plans tailored to each client's needs, encompassing retirement planning, tax optimisation, estate planning, and more.
  • Investment Strategy: Create and implement personalised investment strategies utilizing a wide range of financial products and services offered by the firm.
  • Portfolio Management: Monitor and manage client portfolios to ensure they align with financial objectives.
  • Market Analysis: Stay updated with global financial markets, economic trends, and investment opportunities to provide informed advice.
  • Client Education: Educate clients on various financial products, market trends, and investment strategies to empower them to make informed decisions.
Requirements

To succeed in this role, you will need:

  • 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.
  • A minimum of 5-7 years of international experience in wealth management and financial advisory, with an international transferable client portfolio and assets under management (AUM).
  • Strong analytical and quantitative skills.
  • Excellent communication and interpersonal skills.
  • Proven ability to build and maintain relationships with affluent clients.
About Us

Our company, Independent Resourcing Consultancy Ltd, specialises in working with international expatriates, offering a comprehensive range of services, including wealth management, pension planning, private banking, and portfolio review. We prioritise understanding clients as individuals and creating tailored financial plans to help them achieve their life goals.



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