Wealth Management Professional
4 weeks ago
We are seeking a highly skilled Wealth Management Professional to join our global team at Click and Connect Online Limited. This exciting opportunity is based in Malaysia, offering a competitive package with attractive income retention.
Job Description:
As a Senior Wealth Manager, you will be responsible for cultivating and managing relationships with high-net-worth clients, devising personalized financial plans, and guiding clients towards financial success. Your key responsibilities will include building and maintaining strong relationships with affluent clients, developing comprehensive financial plans tailored to each client's needs, creating and implementing personalized investment strategies, monitoring and managing client portfolios, staying updated with global financial markets and economic trends, educating clients on various financial products and market trends, ensuring all advisory activities comply with regulatory standards, and collaborating with internal teams to deliver comprehensive wealth management solutions.
Requirements:
To succeed in this role, you will need a Bachelor's degree in Finance, Economics, Business Administration, or a related field, with a Master's degree or professional certifications such as DipFa, CFA, or CFP also being required. You will require minimum of 5-7 years of international experience in wealth management and financial advisory, with an international transferable client portfolio and AUM. You must possess strong analytical and quantitative skills, excellent communication and interpersonal skills, proven ability to build and maintain relationships with affluent clients, proficiency in using financial planning and portfolio management tools, and the ability to work independently and as part of a team.
Benefits:
We offer a competitive salary of RM250,000-RM500,000 per annum, depending on your level of experience, plus comprehensive benefits, long-term incentives, opportunities for professional growth and development, a collaborative and innovative work environment, and access to cutting-edge digital tools and platforms. If you are eager to transform your potential book into a steady and profitable income stream, while also providing valuable benefits to your clients, we would like to hear from you.
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