Associate Director/Senior Wealth Manager

Associate Director/Senior Wealth Manager

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iFAST Global Markets (“iGM Malaysia”) is the private wealth advisory division of iFAST Corporation Ltd (“iFAST”), a leading digital banking and wealth management platform headquartered in Singapore. iGM Malaysia is supported by a team of seasoned wealth professionals dedicated to serving medium-to-high-net-worth individuals and corporates through a consolidated wealth management approach.

We offer a comprehensive suite of investment and financial solutions, leveraging cutting-edge iFASTech to deliver secure, seamless, and holistic wealth management experiences.

As of 31 December 2024, iFAST administers S$25.1 billion in assets under administration (AUA), marking a 26% YoY growth. Established in 2000 and listed on the SGX Mainboard since 2014 (SGX: AIY), iFAST has a global presence in Singapore, Hong Kong, Malaysia, China, and the United Kingdom (via iFAST Global Bank).

Role Overview
We are seeking highly driven professionals to join our dynamic team. As a Senior Wealth Manager / Associate Director, you will play a pivotal role in managing clients’ assets and delivering tailored wealth management solutions.

Key Responsibilities:

1. Provide personalized financial advice and wealth management services to help clients achieve their financial objectives.
2. Recommend and assist clients in building diversified portfolios across a wide range of solutions, including Unit Trusts, Bonds, Stocks, ETFs, Discretionary Portfolio Services, Cash Solutions, Insurance, Wills, Trust services, and more.
3. Expand your client base through proactive business development, networking, and relationship-building strategies.
4. Stay updated on market trends, investment opportunities, and industry developments.
5. Address client inquiries and concerns with professionalism, empathy, and efficiency to ensure high levels of client satisfaction.
6. Uphold a client-first approach, demonstrating integrity, and a long-term business mindset.

Requirements:

1. Minimum 5 years of experience in Wealth Management, Private Banking, Investments, Insurance, or Financial Planning.
2. Strong interpersonal, communication, and relationship management skills.
3. Self-motivated, goal-oriented, and resourceful with a proactive and entrepreneurial mindset.
4. Excellent organizational and time-management capabilities.
5. Passionate about investments, risk management, and comprehensive financial solutions.
6. Customer-centric mindset with strong analytical and problem-solving abilities.
7. Professional certifications such as CFP, RFP, ChFP, IPPC, or relevant licenses in Financial Planning, Dealing in Securities, or Investment Advice are advantageous.
8. Prior experience as a Private Banker, Relationship Manager, Personal Financial Consultant, or Unit Trust Consultant is highly regarded.
9. Note: Applications from existing iFAST partners (e.g., representatives of CUTA and/or CPRA) will not be considered.

We offer flexible working arrangements, a strong work-life balance, an attractive profit-sharing scheme with potential for both recurring and non-recurring income, entrepreneurial opportunities to build your own business under a licensed & future-ready platform, and eligibility for iFAST’s Performance Share Plan (PSP), subject to performance criteria. Continuous training, product briefings, development support, and opportunities to attend international symposiums and business trips are also provided.

Let’s Connect
Visit our offices to learn more about our platform and culture or reach out via [email protected] or 03-21490660 for an informal chat.

All applications will be treated in strict confidence. We regret that only shortlisted applicants will be notified.

Note: Job responsibilities and requirements are representative and not exhaustive; other tasks and abilities may be required based on specific assignments.

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iFAST Capital Sdn. Bhd. is part of iFAST Corporation Ltd (“iFAST Corp”), one of Asia’s largest listed wealth management fintech platforms, providing a comprehensive range of investment solutions and services to financial advisory firms, financial institutions, banks, multinational companies, and retail and high-net-worth investors across Asia, powered by our in-house IT systems.

Further, our iFAST Fintech Solutions division has been established to capture new business opportunities and provide innovative fintech solutions to our institutional clients.

For more information, visit www.ifastcorp.com, www.ifastcapital.com.my, or www.fsmone.com.my.

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