Senior Wealth Manager / Associate Director — Flexible, High-Impact

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

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.