Senior Wealth Manager / Associate Director Flexible Growth

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

Job summary

A leading financial services company in Alor Setar is seeking a driven Associate Director/Senior Wealth Manager. In this role, you'll provide personalized wealth management solutions and expand your client base through proactive business development. The ideal candidate has a minimum of 5 years of experience in the field, exceptional communication skills, and a customer-centric mindset. The company offers flexible working arrangements, an attractive profit-sharing scheme, and opportunities for continuous training.

Benefits

Flexible working arrangements

Attractive profit-sharing scheme

Opportunities for training and development

Qualifications

• Minimum 5 years of experience in Wealth Management, Private Banking, or Financial Planning.
• Strong interpersonal, communication, and relationship-management skills.
• 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 proactive business development.

Skills

Interpersonal skills

Communication skills

Relationship management

Analytical abilities

Problem-solving skills

Self-motivation

Entrepreneurial mindset

Education

Professional certification (CFP, RFP, ChFP, IPPC)

Job description

A leading financial services company in Alor Setar is seeking a driven Associate Director/Senior Wealth Manager. In this role, you'll provide personalized wealth management solutions and expand your client base through proactive business development. The ideal candidate has a minimum of 5 years of experience in the field, exceptional communication skills, and a customer-centric mindset. The company offers flexible working arrangements, an attractive profit-sharing scheme, and opportunities for continuous training.