Associate Director/Senior Wealth Manager (Ipoh)

iFAST Capital Sdn Bhd; Ipoh; On-site; MYR 150,000 - 200,000; Full time

Job summary

A leading financial services firm in Malaysia is seeking a Senior Wealth Manager / Associate Director to manage client assets and provide tailored financial solutions. The ideal candidate has over 5 years of wealth management experience and strong interpersonal skills. This role offers flexible working arrangements and attractive profit-sharing opportunities.

Benefits

Flexible working arrangements

Attractive profit-sharing scheme

Continuous training and development support

Qualifications

• Minimum 5 years of experience in Wealth Management, Private Banking, or Financial Planning.
• Self-motivated and resourceful with a proactive mindset.
• Strong organizational and time-management capabilities.

Responsibilities

• Provide personalized financial advice and wealth management services.
• Recommend and assist clients in building diversified portfolios.
• Expand client base through business development and networking.

Skills

Interpersonal skills

Communication skills

Relationship management

Analytical skills

Problem-solving abilities

Education

Professional certification (CFP, RFP, etc.)

Job description

Overview

About Us

iFAST Global Markets ("iGM Malaysia") is the private wealth advisory division of iFAST Corporation Ltd ("iFAST"), a leading digital banking and wealth management platform. iGM Malaysia is supported by a team of seasoned wealth professionals dedicated to serving 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).

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.

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.

Qualifications / 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 e.g. CFP, RFP, ChFP, IPPC, or possess Financial Planning, dealing in securities and investment advice license are advantageous.
• Prior experience as a Private Banker, Relationship Manager, Personal Financial Consultant, or Unit Trust Consultant is highly regarded.

What We Offer

• 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

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.