Senior Wealth Manager & Growth Leader

iFAST Capital Sdn Bhd; Kuala Lumpur; On-site; MYR 120,000 - 180,000; Full time

Job summary

A leading financial advisory firm in Kuala Lumpur is seeking a Senior Wealth Manager/Associate Director to manage client assets and deliver tailored wealth management solutions. The ideal candidate will have at least 5 years of experience in Wealth Management and strong relationship management skills. This role offers attractive benefits, including a profit-sharing scheme and entrepreneurial opportunities to build your own business.

Benefits

Flexible working arrangements

Attractive profit-sharing scheme

Continuous training and development support

Opportunities for international trips

Qualifications

• Minimum 5 years of experience in Wealth Management or related field.
• Strong interpersonal and relationship management skills.
• Self-motivated and goal-oriented with a proactive mindset.

Responsibilities

• Provide personalized financial advice to clients.
• Assist clients in building diversified portfolios.
• Expand client base through business development.

Skills

Wealth Management

Communication

Relationship Management

Problem Solving

Customer Centricity

Education

Professional certification (CFP, RFP, ChFP, IPPC)

Job description

A leading financial advisory firm in Kuala Lumpur is seeking a Senior Wealth Manager/Associate Director to manage client assets and deliver tailored wealth management solutions. The ideal candidate will have at least 5 years of experience in Wealth Management and strong relationship management skills. This role offers attractive benefits, including a profit-sharing scheme and entrepreneurial opportunities to build your own business.