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Wealth Management Specialist

1 week ago

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iFAST Capital Sdn Bhd is a leading fintech platform in the private wealth advisory division, offering comprehensive wealth management services to high-net-worth individuals and entities.

Our team consists of highly skilled professionals specializing in managing client assets, including investments, risk management, and asset distribution. We leverage cutting-edge technology to deliver secure and holistic wealth management solutions that help our clients achieve their financial objectives.

We are seeking a qualified candidate who possesses excellent communication and interpersonal skills, as well as a strong interest in investment and insurance products.

The ideal candidate will have a minimum of 4-5 years of experience in Wealth Management, Banking, Investments, or Financial Planning. They will also possess self-motivation, positivity, and resourcefulness, with outstanding planning and organizational skills.

  • Key Responsibilities:
  • Provide personalized financial consulting and advisory services to clients.
  • Recommend and assist clients in expanding their portfolios with a diverse range of wealth management products.
  • Expand the client base through effective networking and proactive business development activities.

Benefits:

  • Flexible working hours with a focus on work-life balance.
  • Attractive profit-sharing scheme and the opportunity to build a recurring income business.
  • Entrepreneurship opportunities to establish your own business.