Wealth Manager, Malaysia

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

Job summary

A financial advisory company in Kuala Lumpur is looking for a Wealth Manager to manage a portfolio of affluent clients. This role involves providing tailored financial advice and investment strategies, requiring strong relationship management skills and a deep understanding of financial markets. The firm emphasizes excellent client service and individual client understanding.

Qualifications

• Exceptional relationship management skills
• Deep understanding of financial markets
• Commitment to delivering outstanding client service

Responsibilities

• Manage and grow a portfolio of affluent clients
• Provide tailored financial advice and investment strategies

Job description

Overview

Our client is an Independent Financial Advisory firm with offices in Malaysia and London, specialising in working with international expatriates. The firm offers a comprehensive range of services, including wealth management, pension planning, private banking, and portfolio review. They prioritise understanding clients as individuals and creating tailored financial plans to help them achieve their life goals.

Position Overview:

The client is seeking a Wealth Manager to join their expanding global team. The successful candidate will be responsible for managing and growing a portfolio of affluent clients by providing tailored financial advice and investment strategies. This role requires exceptional relationship management skills, a deep understanding of financial markets, and a commitment to delivering outstanding client service.