Wealth Advisor - Malaysia

Skybound Wealth Management; Kuala Lumpur; On-site; MYR 60,000 - 100,000; Full time

Job summary

An established industry player in wealth management is seeking a skilled Wealth Advisor to provide tailored financial planning and investment advice to high-net-worth clients. This role involves building strong client relationships, developing personalized investment strategies, and collaborating with internal teams to deliver comprehensive solutions. The ideal candidate will have a strong background in wealth management, excellent communication skills, and a client-first mindset. Join a dynamic team that values your contributions and offers growth opportunities in a collaborative environment, making a significant impact on clients' financial futures.

Benefits

Growth Opportunities

Collaborative Environment

Competitive Compensation

Performance-Based Bonuses

Qualifications

• Strong background in wealth management and financial advisory.
• 3-5 years experience in private banking or related fields.

Responsibilities

• Build and maintain strong relationships with high-net-worth clients.
• Provide personalized investment advice and comprehensive wealth management services.
• Develop and implement tailored investment strategies.

Skills

Financial Products Knowledge

Portfolio Management

Communication Skills

Risk Management Strategies

Client Relationship Management

Analytical Skills

Multilingual Abilities

Education

Level 4 Diploma or equivalent

3-5 years experience in wealth management

Tools

Financial Planning Software

Job description

Job Overview:

Skybound Wealth Management is seeking a highly skilled and motivated Wealth Advisor to join our team in Kuala Lumpur,Malaysia. As a Wealth Advisor, you will be responsible for providing comprehensive financial planning and investment advice to high-net-worth individuals, families, and corporate clients. The ideal candidate will possess a strong background in wealth management, relationship building, and a deep understanding of financial markets to offer tailored strategies aimed at optimizing clients' financial futures.

Key Responsibilities:

• Client Relationship Management:
  Build, maintain, and grow strong, long-lasting relationships with a diverse range of clients, including high-net-worth individuals, business owners, and institutions.
• Financial Planning & Advisory:
  Provide personalized investment advice and comprehensive wealth management services, including retirement planning, tax optimisation, estate planning, and portfolio management. Analyse clients' financial goals, risk tolerance, and investment preferences to recommend customised solutions.
• Investment Strategy Development:
  Develop and implement investment strategies and asset allocation models that are in line with clients' goals and risk profiles.
• Market Research & Insights:
  Stay up-to-date with global and local financial markets, economic trends, and investment opportunities to offer relevant and timely advice to clients.
• Collaborate with Internal Teams:
  Work closely with other financial experts within the organisation, including tax advisors, estate planners, and portfolio managers, to deliver comprehensive wealth management solutions.
• Client Portfolio Monitoring:
  Regularly monitor client portfolios and financial plans, ensuring they align with their evolving goals and market conditions.
• New Client Acquisition:
  Proactively identify new business opportunities and expand the client base through networking, referrals, and targeted outreach.
• Regulatory Compliance:
  Ensure all financial advice and actions adhere to local and international regulatory standards and ethical practices.
• Reporting & Documentation:
  Prepare and present periodic reports on clients' financial performance and recommendations. Ensure accurate documentation of client meetings and transactions.

Key Requirements:

• Education & Qualifications:
  • Level 4 Diploma or equivalent qualification
  • A minimum of 3–5 years of experience in wealth management, financial advisory, or private banking
• Skills & Competencies:
  • Strong knowledge of financial products, investments, tax laws, and estate planning.
  • Expertise in portfolio management, asset allocation, and risk management strategies.
  • Excellent communication, presentation, and interpersonal skills to effectively engage with clients and stakeholders.
  • Proficient in financial planning software and tools, with a deep understanding of investment strategies and markets.
  • Ability to work independently and manage multiple client portfolios effectively.
  • A proven track record of building and nurturing long-term client relationships.
• Cultural Fit & Personal Attributes:
  • A client-first mindset with a genuine interest in helping clients achieve their financial goals.
  • Strong analytical skills and attention to detail.
  • Ability to work in a fast-paced, high-pressure environment while maintaining high levels of professionalism.
  • Multilingual abilities and a deep understanding of the cultural diversity in Malaysia and South East Asia are a plus.

Why Skybound Wealth Management?

• Growth Opportunities:
  Skybound Wealth Management offers ample opportunities for career development in a dynamic and expanding market. We support professional development through continued learning, certifications, and mentoring.
• Collaborative Environment:
  Work within a supportive and collaborative team environment where your ideas and contributions are valued.
• Competitive Compensation:
  We offer a competitive salary, performance-based bonuses, and a benefits package tailored to the needs of our team members.
• Global Reach with Local Expertise:
  Join a leading wealth management firm with a global reach and a deep understanding of local markets, delivering unparalleled service to clients.