Wealth Manager

iFAST Global Markets (Malaysia); Alor Setar; Hybrid; MYR 60,000 - 80,000; Full time

Job summary

A financial services firm in Alor Setar is seeking a Wealth Manager to develop financial plans and provide investment advice. This full-time hybrid role requires strong skills in financial planning and investment management. The ideal candidate will possess a bachelor's degree in finance or economics and relevant certifications. Join us to help transform wealth management with personalized client services.

Qualifications

• Proficient in financial planning and investment management.
• Strong understanding of investments and finance.
• Excellent interpersonal and communication skills.

Responsibilities

• Develop and implement financial plans.
• Provide investment advice and manage client portfolios.
• Identify clients' financial needs and goals.

Skills

Financial Planning

Investment Management

Interpersonal Skills

Communication Skills

Relationship Building

Education

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

Job description

Company Description

iFAST Global Markets Malaysia is transforming the private wealth management industry by making financial services more accessible, digital, and global. Our platform empowers clients and wealth managers with innovative solutions for financial planning and investment management. Through technology-driven strategies, we deliver personalized services tailored to individual financial goals and market dynamics. Join us and help reimagine the wealth management experience in the digital age.

Role Description

This is a full-time hybrid role for a Wealth Manager, based in Alor Setar with some flexibility to work from home. Responsibilities include developing and implementing financial plans, providing investment advice, and managing client portfolios. The Wealth Manager will identify clients' financial needs and goals, recommend suitable financial products, and foster long-term client relationships. Regular reviews and adjustments to financial strategies, as well as staying updated on market trends, are integral to this role.

Qualifications

• Proficiency in Financial Planning and Investment Management
• Strong understanding of Investments and Finance
• Knowledge of Insurance products and their applications in financial planning
• Excellent interpersonal and communication skills
• Ability to build and nurture long-term client relationships
• Bachelor's degree in Finance, Economics, or a related field
• Relevant certifications such as CFP, CFA, or equivalent are an added advantage
• Proactive and self-motivated approach to achieving client goals