Client Adviser

IPP Global Wealth; Petaling Jaya; Hybrid; MYR 60,000 - 90,000; Full time

Job summary

IPP Global Wealth in Petaling Jaya offers a hybrid Client Adviser role, engaging directly with clients to understand their financial needs, cross-border considerations, and long-term goals, coordinating suitable solutions within the IPPGW ecosystem.

The role involves managing client relationships, conducting needs analyses, and following up to ensure timely implementation and ongoing service with a strong emphasis on ethics and confidentiality.

Qualifications

• Strong client relations and customer satisfaction skills.
• Sales, marketing and effective communication.
• Knowledge of investment and insurance products and concepts.
• Experience in financial services or wealth management is an advantage.
• Ability to work in a hybrid environment and coordinate with cross-functional teams.
• Analytical skills and attention to detail.
• Professional certifications like CFP or RFP are beneficial.
• Commitment to ethical conduct and regulatory compliance.

Responsibilities

• Manage client relationships, understand needs, and coordinate tailored wealth solutions.
• Coordinate investment, insurance and wealth advisory services within the IPPGW ecosystem.
• Ensure timely implementation and ongoing service for clients.
• Uphold high standards of professionalism, confidentiality and ethics.

Skills

Client relations

Customer satisfaction

Sales & Marketing

Communication

Investment & Insurance products

Hybrid work environment

Cross-functional coordination

Analytical skills

Professional certifications (CFP/RFP)

Regulatory compliance

Education

CFP

RFP or related licenses

Financial advisory/investments/insurance licenses

Job description

Company Description IPP Global Wealth (IPPGW) is the cross-border wealth coordination platform of IPP, building on a 40-year heritage established in Singapore in 1983. The firm serves high-net-worth individuals, families, and entrepreneurs with complex international wealth and business interests. IPPGW designs structured frameworks that align licensed advisory entities and professional specialists within a clear regulatory ecosystem, enabling disciplined execution across jurisdictions. Its approach focuses on mapping ownership exposures, regulatory considerations, and inter-jurisdictional alignment before coordinating implementation. Where suitable, IPPGW provides institutional-grade access to curated private market and institutional opportunities strictly through licensed and regulated channels.

Role Description The Client Adviser role is a hybrid position based in Petaling Jaya, with a mix of in-office and work-from-home arrangements.

The Client Adviser will engage directly with clients to understand their financial needs, cross-border considerations, and long-term goals, and then help coordinate appropriate solutions within the IPPGW ecosystem. Day-to-day responsibilities include managing client relationships, conducting needs analysis, investment, insurance and wealth advisory and following up to ensure timely implementation and ongoing service.

The Client Adviser will also be expected to uphold high standards of professionalism, confidentiality, and ethical conduct.

Qualifications

• Strong Client Relations and Customer Satisfaction skills to build trust, maintain long-term relationships, and respond effectively to client needs.
• Sales & Marketing and Excellent Communication including clear verbal and written communication, active listening, and professional client interaction.
• Knowledge of Investment & Insurance products and concepts, particularly in the context of wealth accumulation , protection, presevation, distribution and financial planning.
• Relevant experience in financial services, wealth management, investment or insurance advisory is an advantage.
• Ability to work effectively in a hybrid environment, manage time independently, and coordinate with cross-functional teams.
• Strong analytical and problem-solving skills, with attention to detail and comfort working with financial information.
• Professional certifications like CFP, RFP or licenses related to financial advisory, investments or insurance are beneficial.
• Commitment to ethical conduct, regulatory compliance, and continuous professional development.