Wealth Manager - Kuala Lumpur - Malaysia

  • Job Reference: 00000068-1
  • Date Posted: 2 July 2024
  • Recruiter: IRC - Independent Resourcing Consultancy
  • Website: https://www.ircfs.com
  • Location: Kuala Lumpur
  • Salary: USD2,000 to USD10,000 Per Month
  • Sector: Banking & Financial Services
  • Job Type: Permanent
  • Duration: Attractive Package, Salary + Commission

Job Description

Position: Wealth Manager

Location:  Kuala Lumpur - Malaysia

Employment Type: Full-Time 

 

About the Role:

My client, a premier financial services firm, is seeking an experienced and highly motivated Wealth Manager to join their dynamic team in Kuala Lumpur - Malaysia. This role is pivotal in providing tailored financial advice and wealth management solutions to high-net-worth individuals and families. The ideal candidate will have a proven track record in wealth management, exceptional client relationship skills, and a deep understanding of the financial markets.

 

Key Responsibilities:

- Develop and manage a portfolio of high-net-worth clients, providing personalized financial strategies and investment advice.

- Conduct comprehensive financial planning, including investment management, retirement planning, estate planning, and tax optimization.

- Analyze clients' financial situations, risk tolerance, and investment goals to create tailored wealth management plans.

- Monitor and review clients' investment portfolios, making adjustments as necessary to ensure alignment with their financial objectives.

- Stay updated with market trends, economic conditions, and regulatory changes to provide informed advice to clients.

- Collaborate with internal teams, including investment analysts and financial planners, to deliver integrated financial solutions.

- Maintain strict confidentiality and adhere to all regulatory and compliance requirements.

 

Qualifications:

- Bachelor's degree in Finance, Economics, Business Administration, or a related field (Master's degree or relevant certifications)

- Minimum of 5 years of experience in wealth management or a related financial advisory role.

- Proven track record of managing and growing a portfolio of high-net-worth clients.

- Strong knowledge of financial products, investment strategies, and market dynamics.

- Excellent communication, negotiation, and interpersonal skills.

- Ability to build and maintain long-term client relationships based on trust and integrity.

- Proficiency in financial planning software and tools.

- A transferable book of clients with over $5 million in Assets Under Management (AUM) is required.

 

Skills and Competencies:

- Strategic thinking and analytical skills.

- High level of professionalism and ethical standards.

- Client-focused with a commitment to delivering exceptional service.

- Strong organizational and time management skills.

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

 

Benefits:

- Competitive salary and performance-based incentives.

- Comprehensive health and wellness benefits.

- Opportunities for professional development and career advancement.

- Supportive and collaborative work environment.

 

Application Process:

Interested candidates are encouraged to apply with their resume and a cover letter detailing their relevant experience and why they are a good fit for this role.