Wealth Manager - Kuala Lumpur

Independent Resourcing Consultancy Ltd; Kuala Lumpur; On-site; MYR 100,000 - 150,000; Full time

Job summary

A top financial advisory consultancy in Kuala Lumpur seeks Wealth Managers to deliver tailored financial advice to clients. The role requires a Level 4 qualification in UK financial planning or equivalent and offers competitive remuneration and exceptional earnings for top performers, alongside opportunities for global expansion.

Benefits

Competitive remuneration

Exceptional earnings for top performers

Potential for global opportunities

Qualifications

• Strong interest in pursuing or advancing a career in Financial Services.
• Commitment to learning and achieving Level 4 qualification.
• Proven sales capabilities and exceptional professionalism.

Responsibilities

• Engage directly with clients for financial advising.
• Collaborate with marketing and paraplanning teams.
• Maintain high standards with continuous training.

Skills

Communication skills

Sales capabilities

Entrepreneurial spirit

Knowledge of financial planning

Education

Level 4 qualification in UK financial planning or equivalent

Job description

Overview

This firm is a pioneering, independent financial advisory consultancy, unwavering in its dedication to safeguarding the financial futures of its clients. Established by UK-qualified financial advisers, the company distinguishes itself with its vibrant energy and innovative approach, setting it apart in the competitive offshore marketplace. The firm's primary aim is to equip its Wealth Managers with the essential skills and knowledge to excel in their careers. It boasts a robust selection process to ensure its team can deliver superior services compared to its competitors. The dedication to professional development is evident, as all team members are encouraged to acquire the knowledge and expertise necessary for providing top-tier financial planning and wealth management services to expatriates across the globe.

Support is provided for team members to achieve all relevant qualifications, including the highly recognized Level 4 UK financial planning requirements, with encouragement for further educational pursuits. Preference is given to candidates who have already attained Level 4 certification before joining the team.

Responsibilities

• Engage directly with clients, assess and advise on medium to long-term financial objectives. Advice will be tailored to the clients nationality and location, encompassing Lump Sum Investing, Retirement Planning, Education Fee Funding, Life Insurance, and Estate & Inheritance Tax Planning.
• Wealth Managers collaborate closely with marketing, coordination, and paraplanning teams to facilitate daily client interactions.
• Team members are expected to uphold high standards, with continuous training provided to ensure compliance with both client and company expectations.
• Wealth Managers will gain access to a bespoke CRM system developed in-house by former Wealth Managers.

Qualifications

• Education: Level 4 qualification UK or Equivalent; support for achieving Level 4; preference for candidates who already hold Level 4.
• Experience: Targeting advisors with experience as Independent Advisors or Wealth Managers, or those ready to advance in their career.
• The selected candidate will offer exclusive international and local solutions to advise and serve their clients independently.

Values & Requirements

• A strong interest in pursuing or advancing a career in Financial Services.
• A commitment to learning, with all Wealth Managers aspiring to achieve a minimum of Level 4 qualification UK or equivalent.
• Exceptional communication skills and professionalism.
• Driven by success and targets; highly motivated with a positive outlook.
• Desire to contribute to a firm renowned for its strong reputation and expanding global presence.
• Fluency in English, proven sales capabilities, and an entrepreneurial spirit are must-haves.

Remuneration & Opportunities

The firm offers competitive remuneration and exceptional earnings for top performers, along with regular incentives, including international conventions. There is also potential for involvement in the firm's ambitious global expansion plans, including the opportunity to open new offices worldwide.

Note: Ideal candidates will already possess an established AUM/book of existing clients.