Wealth Manager

The Seed Wealth Managementw; Petaling Jaya; Hybrid; MYR 90,000 - 150,000; Full time

Job summary

The Seed Wealth Management in Petaling Jaya offers a full-time Wealth Manager role with a hybrid work setup. You will provide holistic financial planning, assess client situations, and develop tailored investment and insurance plans.

Daily tasks include client meetings, portfolio reviews, and performance monitoring to align with goals. The role emphasizes staying updated on market trends, regulatory changes, and maintaining compliant practices while collaborating with colleagues to refine

Qualifications

• Academic background in Finance, Economics, Accounting, or Business.
• CFP, CFA, or equivalent certifications are an advantage.
• Strong financial planning and goal-based planning experience.
• Investment management to construct and monitor diversified portfolios.
• Excellent communication and interpersonal skills.
• High integrity and client-centric mindset with regulatory compliance.
• Proficiency with financial planning tools and MS Office.

Responsibilities

• Meet with clients to assess financial needs and goals.
• Review client portfolios and performance against objectives.
• Recommend investment and insurance solutions as part of planning.
• Prepare financial reports and monitor market trends.
• Ensure compliance with internal and external guidelines.
• Collaborate with colleagues on service offerings and client acquisition.
• Support client retention initiatives through tailored advice.

Skills

Financial planning

Investment management

Finance knowledge

Insurance solutions

Communication skills

Regulatory compliance

Analytical ability

Education

Finance, Economics, Accounting, or Business

Tools

Microsoft Office

Job description

Company Description

The Seed Wealth Management is dedicated to growing alongside clients through thoughtful, structured financial planning. The firm focuses on building long-term relationships by helping individuals and families make informed decisions about their finances and future goals. Team members are encouraged to pursue a healthy work-life balance while delivering high-quality advisory services. The Seed fosters a collaborative environment where professional development and ethical client service are equally valued.

Role Description

This is a full-time Wealth Manager role based in Petaling Jaya, with a hybrid work arrangement that allows for some work-from-home flexibility. The Wealth Manager will provide holistic financial advisory services, including assessing clients’ financial situations, clarifying their goals, and developing tailored financial and investment plans. Day-to-day responsibilities include meeting with clients, reviewing portfolios, recommending investment and insurance solutions, and monitoring performance against objectives. The role involves preparing financial reports, staying current with market trends and regulatory changes, and ensuring compliance with internal and external guidelines. The Wealth Manager will collaborate with colleagues to refine service offerings and contribute to client acquisition and retention initiatives.

Qualifications

• Candidates should possess strong financial planning skills, including experience in developing comprehensive, goal-based financial plans.
• Candidates should possess investment management and investments skills to construct, monitor, and adjust diversified portfolios.
• Candidates should possess solid finance knowledge to analyze financial data, interpret market information, and support sound advisory decisions.
• Candidates should possess insurance-related skills to recommend appropriate protection and risk management solutions as part of overall planning.
• Relevant academic background in Finance, Economics, Accounting, Business, or a related field; professional certifications (e.g., CFP, CFA, or equivalent) are an advantage.
• Strong analytical ability, attention to detail, and proficiency with financial planning tools and Microsoft Office or similar software.
• Excellent communication and interpersonal skills, with the ability to explain complex concepts clearly and build long-term client relationships.
• High level of integrity, commitment to regulatory compliance, and a client-centric mindset.