Wealth Management Consultant

StorWealth; Kuala Lumpur; Hybrid; MYR 60,000 - 90,000; Full time

Job summary

StorWealth, a private wealth advisory firm in Kuala Lumpur, is seeking a Wealth Management Consultant for a full-time hybrid role. You will work with business owners, high-net-worth individuals, and families to optimize asset and risk structures through advisory-led insights and financial tools.

The role involves engaging in client meetings at offices, challenging traditional wealth-management viewpoints, and delivering tailored solutions aligned with regulatory standards.

Qualifications

• Bachelor's degree in Finance, Economics, Business, or related field.
• Experience in Finance and Investments.
• Strong analytical and problem-solving skills.
• Excellent communication and interpersonal skills.
• Ability to work independently and as part of a team.
• Knowledge of Malaysian financial regulations and laws is a plus.

Responsibilities

• Provoking traditional views of wealth management and demonstrating new approaches with Bank Negara and PIDM approved financial tools.
• Attend client meetings at client offices and collaborate with stakeholders.
• Build client portfolios and advisory insights to improve financial control and liquidity.

Skills

English & Mandarin

Finance & Investments

Analytical & problem-solving

Communication & interpersonal skills

Independent & team work

Education

Bachelor's degree in Finance, Economics, Business, or related field

Job description

STORWEALTH provides professional consultancy services and works privately with business owners, established individuals and families to reassess how their existing personal asset and risk structures are set up - especially with today’s market shifts, higher living costs and increasing financial responsibilities. We provide advisory led insights to further strengthen their portfolios regardless of the stage they are in. Our solutions are forward thinking to allow one to have more financial control over their wealth through the use of globally recognized data backed financial solutions.

Role Description

This is a full-time hybrid role for a Wealth Management Consultant. The consultant will be located in WP. Kuala Lumpur/ Puchong and meetings are held in client offices. The day-to-day tasks include provoking the thoughts of traditional views of wealth management and demonstrating new ways of approaching wealth with Bank Negara and PIDM approved financial tools. We provide customized plug & play financial solutions to business owners, directors, HNWI, individuals that have economic growth potential and to create sustainable cashflow and liquidity.

Talent Acquisition

• Looking for individuals who want and have a deep desire to build their own portfolios
• Strong mindset mentality and spirit of excellence with strong work ethics
• Resilient and focused person
• Tenacity to drive change for yourself and take ownership
• Strong relational and networks

What Do We Provide?

• Strategies and skill set as a strong foundation
• Environment of achievers that not just enjoy what they do but also lifestyle flexibility
• Mentorship by industry experts with a strong track record
• Ongoing professional development and certifications
• A collaborative, client-focused culture with rewarding incentives
• Opportunities for career growth and leadership roles

Career Growth & Learning Opportunities

• Promote mentorship from you as a specialist
• Commit to continuous training on latest market strategies, regulatory updates, and product innovations
• Opportunities to specialize, develop professionally with recognized certification, and leadership roleswith team building
• Both active and passive income is built alongside your portfolio
• Culture of problem-solving, innovation, and client-centric advisory
• Offer performance incentives linked to successful restructurings and client outcomes
• Teamwork to deliver holistic solutions

Qualifications

• Strong command of English and Mandarin (preferable)
• Experience in Finance and Investments
• Strong analytical and problem-solving skills
• Excellent communication and interpersonal skills
• Ability to work independently and as part of a team
• Knowledge of Malaysian financial regulations and laws is a plus
• Bachelor's degree in Finance, Economics, Business, or related field
• Comfortable with travelling for meetings

If you’re ready to elevate your advisory career and make a meaningful impact, we would like to hear from you!