Wealth Manager - Malaysia

Click and Connect Online Limited; Kuala Lumpur; Remote; MYR 80,000 - 120,000; Full time

Job summary

A leading financial advisory firm seeks a Wealth Manager to manage and grow a portfolio of affluent clients. The role involves providing tailored financial advice and investment strategies in a remote-friendly environment. Candidates should have a degree in finance and extensive experience in wealth management, focusing on delivering exceptional client service while collaborating with internal teams.

Benefits

Competitive package with attractive income retention

Opportunities for professional growth and development

Collaborative and innovative work environment

Access to cutting-edge digital tools and platforms

Qualifications

• 5-7 years of experience in wealth management with an international client base.
• Fluency in English is required.
• Proven ability to build relationships with affluent clients.

Responsibilities

• Build and maintain strong client relationships.
• Create personalized financial plans and investment strategies.
• Educate clients on financial products and market trends.

Skills

Analytical skills

Communication

Interpersonal skills

Relationship management

Quantitative skills

Education

Bachelor's degree in Finance, Economics, Business Administration

Masters degree or professional certifications (DipFa, CFA, CFP)

Tools

Financial planning and portfolio management tools

Job description

Location: Malaysia, Remote Working Option

Hebden Consulting is an Independent Financial Advisory firm with offices in Malaysia and London. Specializing in working with international expats, Hebden Consulting offers a comprehensive range of services including wealth management, pension planning, private banking, and portfolio review. Hebden Consulting prioritises understanding clients as individuals and creating tailored financial plans to help them achieve their life goals.

Job Description:

Role Overview:

Hebden Consulting 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.

Key Responsibilities:

- Client Relationship Management: Build and maintain strong relationships with affluent clients, understanding their financial goals, risk tolerance, and investment preferences.

- Financial Planning: Tailor financial plans encompassing retirement, tax, estate planning, and more.

- Investment Strategy: Create and implement personalized investment strategies, utilizing a wide range of financial products and services offered by Hebden Consulting.

- Market Analysis: Stay updated with global financial markets, economic trends, and investment opportunities to provide informed advice.

- Client Education: Educate clients on various financial products, market trends, and investment strategies to empower them to make informed decisions.

- Compliance: Ensure all advisory activities comply with regulatory standards and company policies.

- Collaboration: Work closely with internal teams, including research, compliance, and operations, to deliver comprehensive wealth management solutions.

Qualifications:

- Education: Bachelors degree in Finance, Economics, Business Administration, or a related field. A Masters degree or professional certifications (e.g., DipFa, CFA, CFP) is also required.

- Experience: 5-7 years of experience in wealth management with a transferable international client base.

- Skills:

- Strong analytical and quantitative skills.

- Excellent communication and interpersonal skills.

- Proven ability to build and maintain relationships with affluent clients.

- Proficiency in using financial planning and portfolio management tools.

- Ability to work independently and as part of a team.

- Knowledge: In-depth understanding of financial markets, investment products, and regulatory requirements in the international markets.

- Language: Fluency in English is required.

How to Apply:

Interested candidates are invited to apply with their resume and a cover letter detailing their qualifications and experience.

What Hebden Consulting Offers:

- Competitive package with attractive income retention.

- Opportunities for professional growth and development.

- A collaborative and innovative work environment.

- Access to cutting-edge digital tools and platforms.

We are seeking advisors who are eager to transform their potential book into a steady and profitable income stream, while also providing valuable benefits to their clients. The ideal candidates will have a strong drive to convert opportunities into consistent revenue, ensuring mutual growth and satisfaction for both themselves and their clients.