Senior Wealth Manager, Malaysia

Independent Resourcing Consultancy Ltd; Kuala Lumpur; On-site; MYR 60,000 - 120,000; Full time

Job summary

An established industry player in financial advisory is on the lookout for a Senior Wealth Manager to enhance their global team. This role involves building strong relationships with high-net-worth clients, creating personalized financial strategies, and guiding them to achieve their financial aspirations. The ideal candidate will possess extensive experience in wealth management, a solid educational background in finance, and exceptional analytical and interpersonal skills. Join a dynamic firm that values tailored financial solutions and client empowerment, and make a significant impact on clients' financial journeys.

Qualifications

• 5-7 years of experience in wealth management and financial advisory.
• Bachelor's degree in Finance or related field; Master's or certifications preferred.

Responsibilities

• Manage relationships with high-net-worth clients and develop tailored financial plans.
• Monitor client portfolios and ensure alignment with financial objectives.

Skills

Analytical Skills

Communication Skills

Interpersonal Skills

Relationship Management

Financial Planning Tools Proficiency

Team Collaboration

Understanding of Financial Markets

Fluency in English

Education

Bachelor's degree in Finance

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

Tools

Financial Planning Tools

Portfolio Management Tools

Job description

A client is an Independent Financial Advisory firm with offices in Malaysia and London, specialising in working with international expatriates. The firm offers a comprehensive range of services, including wealth management, pension planning, private banking, and portfolio review. They prioritise understanding clients as individuals and creating tailored financial plans to help them achieve their life goals.

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:

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

Qualifications:

1. Education: Bachelor's degree in Finance, Economics, Business Administration, or a related field; a Master's degree or professional certifications (e.g., DipFa, CFA, CFP) is also required.
2. 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:

1. Strong analytical and quantitative skills.
2. Excellent communication and interpersonal skills.
3. Proven ability to build and maintain relationships with affluent clients.
4. Proficiency in using financial planning and portfolio management tools.
5. Ability to work independently and as part of a team.
6. In-depth understanding of financial markets, investment products, and regulatory requirements in international markets.
7. 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.