Associate Director/Senior Wealth Manager (Ipoh)

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

Job summary

A leading wealth management firm in Malaysia is seeking a Senior Wealth Manager/Associate Director to manage clients' assets and deliver tailored wealth management solutions. The ideal candidate should have over 5 years of experience in wealth management or related fields, along with strong interpersonal and analytical 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

Opportunities for international business trips

Qualifications

• Minimum 5 years of experience in Wealth Management, Private Banking, Investments, Insurance, or Financial Planning.
• Self-motivated, goal-oriented, and resourceful with a proactive mindset.
• Customer-centric mindset with strong analytical and problem-solving abilities.

Responsibilities

• Provide personalized financial advice and wealth management services.
• Recommend diversified portfolios across various solutions.
• Expand client base through business development and relationship-building.

Skills

Interpersonal skills

Communication skills

Analytical skills

Problem-solving abilities

Education

Professional certification (CFP, RFP, ChFP, IPPC)

Job description

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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 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

• 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 (CFP, RFP, ChFP, IPPC) or relevant license in Financial Planning, Dealing in Securities, or Investment Advice is advantageous.
• 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.

Benefits and Opportunities

• 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.

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

Application Questions

• What is your expected monthly basic salary?

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.