Wealth Manager, Malaysia

2 days ago

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

Job Title: Wealth Manager, Malaysia

Location: Remote Working Option

Company: Click and Connect Online Limited

About Us:

Click and Connect Online Limited is a leading financial advisory firm with a global presence. We specialize in providing comprehensive wealth management services to international clients, including financial planning, investment strategies, and portfolio review.

Job Description:

Role Overview:

We are seeking a highly skilled Wealth Manager to join our 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:

  • Client Relationship Management: Build and maintain strong relationships with affluent clients, understanding their financial goals, risk tolerance, and investment preferences.
  • Financial Planning: Develop and implement comprehensive financial plans encompassing retirement, tax, estate planning, and more.
  • Investment Strategy: Create and implement personalized investment strategies, utilizing a wide range of financial products and services offered by Click and Connect Online Limited.
  • 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.
  • Compliance: Ensure all advisory activities comply with regulatory standards and company policies.
  • Collaboration: Work closely with internal teams, including research, compliance, and operations, to deliver comprehensive wealth management solutions.

Qualifications:

  • 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.
  • Experience: 5-7 years of experience in wealth management with a transferable international client base.
  • Skills:
    • Strong analytical and quantitative skills.
    • Excellent communication and interpersonal skills.
    • Proven ability to build and maintain relationships with affluent clients.
    • Proficiency in using financial planning and portfolio management tools.
    • Ability to work independently and as part of a team.
  • Knowledge: In-depth understanding of financial markets, investment products, and regulatory requirements in the international markets.
  • Language: Fluency in English is required.

What We Offer:

Competitive package with attractive income retention.

Opportunities for professional growth and development.

A collaborative and innovative work environment.

Access to cutting-edge digital tools and platforms.

We are seeking advisors who are eager to transform their potential book into a steady and profitable income stream, while also providing valuable benefits to their clients. The ideal candidates will have a strong drive to convert opportunities into consistent revenue, ensuring mutual growth and satisfaction for both themselves and their clients.

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