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Wealth Manager

2 weeks ago

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

Company Overview:

Independent Financial Advisory firm with offices in Malaysia and London specialising in working with international expatriates, providing comprehensive financial services including wealth management, pension planning, private banking, and portfolio review.

The firm prioritises understanding clients as individuals and creating tailored financial plans to help them achieve their life goals.

Job Description:

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.

  • Client Relationship Management: Build and maintain strong relationships with affluent clients, understanding their financial goals, risk tolerance, and investment preferences.
  • Financial Planning: Tailor financial plans encompassing retirement planning, tax optimisation, estate planning, and more.
  • Investment Strategy: Create and implement personalised investment strategies utilising a wide range of financial products and services offered by the firm.
  • 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 that 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.