Hybrid Wealth Manager: Tailor-Fit Portfolios & Clients

iFAST Global Markets (Malaysia); Kampung Khatijah; Hybrid; MYR 60,000 - 80,000; Full time

Job summary

A leading wealth management firm is seeking a Wealth Manager in Kedah, Malaysia. This hybrid role involves building client relationships, providing personalized financial advice, and managing investment portfolios. Key responsibilities include analyzing financial information and ensuring compliance with regulations. Candidates should possess strong analytical skills, a Bachelor’s degree in Finance or Economics, and relevant certifications. Join us to help clients achieve their financial goals in a dynamic and innovative environment.

Qualifications

• Proficiency in Financial Planning, Investment Strategies, and Risk Management.
• Strong Analytical and Problem‑Solving Skills.
• Excellent Communication, Interpersonal, and Relationship‑Building Skills.
• Client‑Focused Approach and dedication to delivering tailored solutions.
• Understanding of Market Trends and Financial Products.
• Relevant certifications like CFP, CFA, or equivalent are a plus.
• Proficient computer and digital literacy skills, particularly in financial tools.

Responsibilities

• Build and maintain lasting relationships with clients.
• Provide tailored financial advice and manage investment portfolios.
• Analyze client financial information and offer investment recommendations.
• Ensure regulatory compliance and monitor market trends.
• Identify new investment opportunities and collaborate with team members.

Skills

Financial Planning

Investment Strategies

Risk Management

Analytical Skills

Communication Skills

Interpersonal Skills

Digital Literacy

Education

Bachelor’s degree in Finance, Economics, or related field

Job description

A leading wealth management firm is seeking a Wealth Manager in Kedah, Malaysia. This hybrid role involves building client relationships, providing personalized financial advice, and managing investment portfolios. Key responsibilities include analyzing financial information and ensuring compliance with regulations. Candidates should possess strong analytical skills, a Bachelor’s degree in Finance or Economics, and relevant certifications. Join us to help clients achieve their financial goals in a dynamic and innovative environment.