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Global Investment Advisor
1 week ago
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.
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.