Global Expatriate Wealth Planner

Prestige IFA Jobs; Kuala Lumpur; On-site; MYR 120,000 - 180,000; Full time

Benefits offered by this job

Relocation assistance

Visa sponsorship

Professional development

Uncapped commissions

International client base

Job summary

Prestige IFA Jobs in Kuala Lumpur seeks an expatriate wealth advisor to deliver cross-border financial planning for international clients. You will build lasting client relationships and provide expert guidance on investments, pensions, and protection strategies.

The role requires offshore advisory experience, UK financial qualifications (DipPFS, CISI Level 4, CFP or equivalents), and 2–3 years of client-facing experience in wealth management.

Qualifications

• Experience advising offshore clients with a book of business.
• 2–3 years of client advisory experience in financial services.
• Strong knowledge across investments, pensions and wealth management.

Responsibilities

• Provide expert financial guidance and wealth management to expatriate clients.
• Deliver cross-border financial planning and international portfolio management.
• Complete thorough financial fact-finds and risk profiling for each engagement.
• Produce tailored plans covering retirement, investment, and protection.
• Advise on UK pension options and QROPS transfers.
• Maintain regulatory compliance and industry best practices.

Skills

Client advisory

Relationship building

Communication skills

Expatriate wealth management

Education

DipPFS

CISI Level 4

CFP

Job description

Prestige IFA Jobs in Kuala Lumpur seeks an expatriate wealth advisor to deliver cross-border financial planning for international clients. You will build lasting client relationships and provide expert guidance on investments, pensions, and protection strategies.

The role requires offshore advisory experience, UK financial qualifications (DipPFS, CISI Level 4, CFP or equivalents), and 2–3 years of client-facing experience in wealth management.