Senior Wealth Manager, Malaysia

Independent Resourcing Consultancy Ltd; Kuala Lumpur; On-site; MYR 120,000 - 180,000; Full time

Job summary

A global financial services firm is seeking a Senior Wealth Manager to manage relationships with high-net-worth clients in Kuala Lumpur. Responsibilities include developing tailored financial plans, investment strategies, and ensuring compliance with regulatory standards. The ideal candidate holds a Bachelor's degree, has 5-7 years of wealth management experience, and possesses excellent analytical and communication skills. Competitive compensation will be offered.

Qualifications

• Minimum of 5-7 years of international experience in wealth management and financial advisory.
• International transferable client portfolio and assets under management (AUM).

Responsibilities

• Build and maintain strong relationships with affluent clients.
• Develop comprehensive financial plans tailored to each client's needs.
• Create and implement personalised investment strategies.
• Monitor and manage client portfolios to align with financial objectives.
• Stay updated with global financial markets and economic trends.
• Educate clients on financial products and investment strategies.
• Ensure compliance with regulatory standards and company policies.
• Work closely with internal teams to deliver comprehensive wealth management solutions.

Skills

Strong analytical and quantitative skills

Excellent communication and interpersonal skills

Proven ability to build and maintain relationships with affluent clients

Proficiency in using financial planning and portfolio management tools

In-depth understanding of financial markets, investment products, and regulatory requirements in international markets

Ability to work independently and as part of a team

Fluency in English

Education

Bachelor's degree in Finance, Economics, Business Administration

Master's degree or professional certifications (e.g., DipFa, CFA, CFP)

Job description

Position Overview

The client is seeking a Senior Wealth Manager to join their expanding global team. In this role, the Senior Wealth Manager will be responsible for cultivating and managing relationships with high-net-worth clients, devising personalised financial plans, and guiding clients toward financial success.

Key Responsibilities

• Client Relationship Management: Build and maintain strong relationships with affluent clients, understanding their financial goals, risk tolerance, and investment preferences.
• Financial Planning: Develop comprehensive financial plans tailored to each client's needs, encompassing retirement planning, tax optimisation, estate planning, and more.
• Investment Strategy: Create and implement personalised investment strategies utilizing a wide range of financial products and services offered by the firm.
• Portfolio Management: Monitor and manage client portfolios to ensure they align with financial objectives.
• Market Analysis: Stay updated with global financial markets, economic trends, and investment opportunities to provide informed advice.
• Client Education: Educate clients on various financial products, market trends, and investment strategies to empower them to make informed decisions.
• Compliance: Ensure that all advisory activities comply with regulatory standards and company policies.
• Collaboration: Work closely with internal teams, including research, compliance, and operations, to deliver comprehensive wealth management solutions.

Qualifications

• Education: Bachelors degree in Finance, Economics, Business Administration, or a related field; a Masters degree or professional certifications (e.g., DipFa, CFA, CFP) is also required.
• Experience: Minimum of 5-7 years of international experience in wealth management and financial advisory, with an international transferable client portfolio and assets under management (AUM).

Skills

• Strong analytical and quantitative skills.
• Excellent communication and interpersonal skills.
• Proven ability to build and maintain relationships with affluent clients.
• Proficiency in using financial planning and portfolio management tools.
• Ability to work independently and as part of a team.
• In-depth understanding of financial markets, investment products, and regulatory requirements in international markets.
• Language: Fluency in English is required.

Application Process

Interested candidates are invited to apply with their resume and a cover letter detailing their qualifications and experience.