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.
