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Portfolio Manager for Affluent Clients
2 weeks ago
Independent Resourcing Consultancy Ltd seeks an experienced Wealth Manager to join our team in Kuala Lumpur. This role is essential in providing tailored financial advice and wealth management solutions to high-net-worth individuals and families.
Main Responsibilities:
- Manage and grow a portfolio of high-net-worth clients, providing personalized financial strategies and investment advice.
- Develop and implement comprehensive financial plans, incorporating investment management, retirement planning, and estate planning.
- Provide exceptional client service, ensuring timely responses to client inquiries and requests.
- Collaborate with internal teams to deliver integrated financial solutions.
