Wealth Solutions Executive

KEY WEALTH PLANNER SDN BHD; Penang; On-site; MYR 72,000 - 110,000; Full time

Benefits offered by this job

Health insurance

Professional development

Bonuses and incentives

Flexible work arrangements

Collaborative culture

Job summary

KEY WEALTH PLANNER SDN BHD in Penang is seeking a Wealth Solutions Executive to deliver comprehensive wealth management and financial planning solutions to clients, focusing on high-net-worth individuals and families.

You will assess client needs, provide tailored advice across investments, retirement, tax efficiency and estate planning, and maintain strong relationships through regular reviews and proactive communication.

Qualifications

• Diploma or Bachelor's degree in Finance, Business, Economics or a related field.
• Strong understanding of investment products, asset allocation, and retirement strategies.
• Excellent communication and interpersonal skills with the ability to explain complex financial concepts in simple terms.
• Demonstrated ability to build and maintain client relationships and generate business through referrals.
• Strong analytical and problem-solving skills with meticulous attention to detail.
• Knowledge of Malaysian financial regulations and compliance requirements.
• Willingness to continuously update knowledge through professional development and industry training.

Responsibilities

• Assess clients' financial situations, objectives and risk profiles to develop tailored wealth management strategies.
• Provide comprehensive financial planning advice covering investments, retirement planning, tax efficiency and estate planning.
• Present wealth solutions and investment recommendations to clients in a clear and compelling manner.
• Build and maintain strong client relationships through regular reviews, updates and proactive communication.
• Collaborate with internal teams including investment specialists, tax advisors and legal consultants to ensure holistic solutions.
• Identify opportunities to expand services offered to existing clients and support business development initiatives.
• Maintain compliance with all regulatory requirements and industry standards in financial services.
• Document client interactions and transactions accurately using our client management systems.

Skills

Communication skills

Interpersonal skills

Analytical thinking

Problem-solving

Attention to detail

Regulatory knowledge

Education

Finance/Business/Economics degree

Job description

About the role

We are seeking a Wealth Solutions Executive to join KEY WEALTH PLANNER SDN BHD in Penang. This is a full-time position that plays a crucial role in delivering comprehensive wealth management and financial planning solutions to our clients. As a Wealth Solutions Executive, you will be at the forefront of our client engagement strategy, providing personalised financial advice and building long-term relationships with high-net-worth individuals and families. Your expertise will be instrumental in helping clients navigate complex financial decisions and achieve their wealth objectives.

Key responsibilities

Assess clients' financial situations, objectives and risk profiles to develop tailored wealth management strategies

Provide comprehensive financial planning advice covering investments, retirement planning, tax efficiency and estate planning

Present wealth solutions and investment recommendations to clients in a clear and compelling manner

Build and maintain strong client relationships through regular reviews, updates and proactive communication

Collaborate with internal teams including investment specialists, tax advisors and legal consultants to ensure holistic solutions

Identify opportunities to expand services offered to existing clients and support business development initiatives

Maintain compliance with all regulatory requirements and industry standards in financial services

Document client interactions and transactions accurately using our client management systems

What we're looking for

Diploma or Bachelor's degree in Finance, Business, Economics or a related field

Strong understanding of investment products, asset allocation, and retirement strategies

Excellent communication and interpersonal skills with the ability to explain complex financial concepts in simple terms

Demonstrated ability to build and maintain client relationships and generate business through referrals

Strong analytical and problem-solving skills with meticulous attention to detail

Knowledge of Malaysian financial regulations and compliance requirements

Willingness to continuously update knowledge through professional development and industry training

What we offer

• We provide competitive remuneration packages commensurate with experience and performance.
• Our benefits include comprehensive health insurance coverage, opportunities for ongoing professional development and training to support your career advancement, performance-based bonuses and incentives, and a collaborative work environment where your expertise is valued.
• We foster a culture of continuous learning and encourage our team to pursue professional certifications.
• Work-life balance is important to us, and we promote flexible working arrangements where possible to support your personal wellbeing.