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Global Investment Advisor

1 week ago


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

We are seeking a seasoned Wealth Manager to join our team in Malaysia. The successful candidate will be responsible for managing and growing a portfolio of high-net-worth clients by providing tailored financial advice and investment strategies.

Responsibilities
  • Client Relationship Management: Build and maintain strong relationships with high-net-worth clients, understanding their financial goals, risk tolerance, and investment preferences.
  • Financial Planning: Create personalized financial plans encompassing retirement planning, tax optimization, estate planning, and more.
Requirements

The ideal candidate will possess:

  • A 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.
  • 5-7 years of experience in wealth management with a transferable international client base.
  • Strong analytical and quantitative skills.
  • Excellent communication and interpersonal skills.