Wealth Manager

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 :

Skills and Competencies :

Benefits :

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.