Associate Director/Senior Wealth Manager (Alor Setar)

iFAST Capital Sdn Bhd; Alor Setar; Hybrid; MYR 90,000 - 120,000; Full time

Job summary

A leading wealth management platform in Kedah, Malaysia is seeking a Senior Wealth Manager / Associate Director. The role involves providing personalized financial advice, managing client assets, and expanding the client base. Ideal candidates will have a strong background in wealth management with at least 5 years of experience and relevant professional certifications. Flexible working arrangements and an attractive profit-sharing scheme are offered.

Benefits

Flexible working arrangements

Attractive profit-sharing scheme

Opportunities for continual training and development

International symposiums and business trips

Qualifications

• Minimum 5 years of experience in Wealth Management, Private Banking or Financial Planning.
• Strong interpersonal, communication and relationship management skills.
• Excellent organizational and time-management capabilities.
• Passionate about investments and financial solutions.
• Experience as a Private Banker or Relationship Manager is advantageous.

Responsibilities

• Provide personalized financial advice and wealth management services.
• Assist clients in building diversified investment portfolios.
• Expand client base through proactive business development.
• Stay updated on market trends and investment opportunities.
• Ensure high levels of client satisfaction with effective communication.

Skills

Interpersonal skills

Communication skills

Analytical abilities

Problem-solving capabilities

Customer-centric mindset

Education

Professional certifications (CFP, RFP, etc.)

Job description

Associate Director/Senior Wealth Manager (Alor Setar)

iFAST Global Markets (“iGM Malaysia”) is the private wealth advisory division of iFAST Corporation Ltd, a leading digital banking and wealth management platform. 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 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).

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.

Responsibilities

• Provide personalized financial advice and wealth management services to help clients achieve their financial objectives.
• 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.
• Expand your client base through proactive business development, networking, and relationship-building strategies.
• Stay updated on market trends, investment opportunities, and industry developments.
• Address client inquiries and concerns with professionalism, empathy, and efficiency to ensure high levels of client satisfaction.
• Uphold a client-first approach, demonstrating integrity, and a long-term business mindset.

Requirements

• Minimum 5 years of experience in Wealth Management, Private Banking, Investments, Insurance, or Financial Planning.
• Strong interpersonal, communication and relationship management skills.
• Self-motivated, goal-oriented, and resourceful with a proactive and entrepreneurial mindset.
• Excellent organizational and time-management capabilities.
• Passionate about investments, risk management and comprehensive financial solutions.
• Customer-centric mindset with strong analytical and problem-solving abilities.
• Professional certification i.e. CFP, RFP, ChFP, IPPC, or possess Financial Planning, dealing in securities and investment advice license are advantageous.
• Possession of professional certifications such as CFP, RFP, ChFP, or relevant licenses in Financial Planning, Dealing in Securities, or Investment Advice is an added advantage.
• Prior experience as a Private Banker, Relationship Manager, Personal Financial Consultant, or Unit Trust Consultant is highly regarded.

Other notes

Note: Applications from existing iFAST partners (e.g., representatives of CUTA and/or CPRA) will not be considered.

Flexible working arrangements and strong work-life balance. 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. Eligible for iFAST’s Performance Share Plan (PSP), subject to performance criteria. Continuous training, product briefings, and development support. Opportunities to attend international symposiums and business trips.

Contact and application

Let’s Connect Visit our offices to learn more about our platform and culture or reach out via *******@ifastgm.com.my 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/requirements are representative and are not intended to be a detailed list. Other tasks/abilities may be required of the incumbent, relative to the specific assignment.

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