Job Description

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.

Independent Resourcing Consultancy