Associate Director/Senior Wealth Manager (Ipoh)

iFAST Capital; Ipoh; Hybrid; MYR 150,000 - 240,000; Full time

Benefits offered by this job

Flexible working arrangements

Profit-sharing potential

PSP eligibility

Training and development

International symposiums and trips

Entrepreneurial platform to build your

Job summary

iFAST Global Markets in Malaysia seeks a Senior Wealth Manager / Associate Director to manage client assets and deliver tailored wealth management solutions.

You will advise on diversified portfolios and develop business with a client-first approach, leveraging professional certifications and a proactive, entrepreneurial mindset.

Qualifications

• Minimum 5 years of experience in Wealth Management or related fields.
• Proven ability to build and manage client relationships.
• Strong client-first approach with professional integrity.

Responsibilities

• Provide personalized financial advice and wealth management services to help clients achieve objectives.
• Recommend and build diversified portfolios across units trusts, bonds, stocks, ETFs and more.
• Expand client base through proactive business development and networking.
• Stay updated on market trends and investment opportunities.
• Address client inquiries with professionalism and care to ensure satisfaction.
• Uphold a client-first mindset with long-term business perspective.

Skills

Interpersonal communication

Relationship management

Time management

Organizational skills

Analytical problem solving

Entrepreneurial mindset

Education

CFP

RFP

ChFP

IPPC

License in Financial Planning / Dealing in Securities

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.

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

Benefits

• 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.