Private Client Manager
4 days ago
iFAST Capital Sdn Bhd is a leading provider of wealth management services, catering to high-net-worth individuals and entities with a comprehensive range of products and solutions.
We are committed to staying ahead of the curve in the ever-changing financial landscape, ensuring our clients receive expert advice and guidance to 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, with a customer-centric mindset and a proactive approach to meeting customer needs.
- 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.
Benefits and Opportunities:
- Flexible working hours with a focus on work-life balance.
- Attractive profit-sharing scheme and the opportunity to build a recurring income business.
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