Wealth Manager - Kuala Lumpur

Independent Resourcing Consultancy Ltd; Kuala Lumpur; On-site; MYR 60,000 - 100,000; Full time

Job summary

An innovative financial advisory consultancy is seeking a Wealth Manager to join their dynamic team in Kuala Lumpur. This role offers a unique opportunity to work closely with clients, providing tailored financial advice on various topics, including retirement planning and investment strategies. The firm is dedicated to professional development, supporting team members in achieving relevant qualifications and fostering a culture of continuous learning. With a commitment to high standards and exceptional service, this position is perfect for motivated individuals looking to advance their careers in financial services while contributing to a firm recognized for its strong reputation and global presence.

Benefits

Competitive remuneration

Exceptional earnings for top performers

Regular incentives

International conventions

Potential for global expansion opportunities

Qualifications

• Candidates should aim for Level 4 certification in financial planning.
• Experience as Independent Advisors or Wealth Managers is preferred.

Responsibilities

• Wealth Managers will assess and advise clients on financial objectives.
• Collaboration with marketing and paraplanning teams is essential.

Skills

Financial Planning

Client Relationship Management

Sales Skills

Communication Skills

Entrepreneurial Spirit

Education

Level 4 qualification UK or Equivalent

Tools

Bespoke CRM System

Job description

Wealth Manager - Kuala Lumpur

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.

Position: Wealth Manager

Location: Kuala Lumpur

Education: Level 4 qualification UK or Equivalent

Opportunity:

This opportunity targets 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.

Engaging directly with clients, the Wealth Manager will assess and advise on medium to long-term financial objectives. Advice will be tailored to the clients' nationality and location, encompassing areas such as 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 also gain access to a bespoke CRM system developed in-house by former Wealth Managers.

Values:

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

The firm offers competitive remuneration and exceptional earnings for top performers, along with regular incentives, including international conventions. There is also the 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.