Associate Director/Senior Wealth Manager (Alor Setar)

iFAST Capital; Alor Setar; On-site; MYR 120,000 - 240,000; Full time

Benefits offered by this job

Profit-sharing scheme

Performance Share Plan (PSP)

International symposiums and business

Job summary

iFAST Global Markets (iGM Malaysia) invites experienced wealth professionals to join its private wealth advisory team in Alor Setar. The role focuses on managing client assets and delivering tailored wealth management solutions to high-net-worth individuals and corporates.

As a Senior Wealth Manager/Associate Director, you will build and oversee diversified portfolios across unit trusts, bonds, stocks, ETFs, insurance, wills and trusts, while expanding your client base through proactive

Qualifications

• Minimum 5 years of experience in Wealth Management, Private Banking, Investments, Insurance or Financial Planning.
• Strong interpersonal and relationship management skills.
• Self-motivated with entrepreneurial drive and goal orientation.
• Excellent organizational and time-management capabilities.
• Passionate about investments and risk management; client-focused.
• Analytical with problem-solving abilities; strong communication.
• Professional certifications (CFP/RFP/ChFP/IPPC) or related licences advantageous.

Responsibilities

• Provide personalized financial advice and wealth management services to help clients achieve objectives.
• Recommend and manage diversified portfolios across unit trusts, bonds, stocks, ETFs, discretionary services, cash, insurance, wills and trusts.
• Expand client base through proactive business development and relationship-building.
• Stay updated on market trends and opportunities; communicate insights to clients.
• Address client inquiries with professionalism and integrity; uphold a client-first mindset.

Skills

Interpersonal skills

Communication skills

Relationship management

Self-motivation

Entrepreneurial mindset

Organizational skills

Time management

Investment knowledge

Analytical thinking

Education

CFP

RFP

ChFP

IPPC

Job description

Jora Malaysia will close on 9th September 2026. Thank you for being with us, we are cheering you on as you continue your career journey.

Associate Director/Senior Wealth Manager (Alor Setar)

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 administer 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:

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 ie. 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 licences 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.

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.

Let’s Connect

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.