Senior Wealth Manager, Malaysia

Position Overview

The client is seeking a Senior Wealth Manager to join their expanding global team. In this role, the Senior Wealth Manager will be responsible for cultivating and managing relationships with high-net-worth clients, devising personalised financial plans, and guiding clients toward financial success.

Key Responsibilities

• Client Relationship Management : Build and maintain strong relationships with affluent clients, understanding their financial goals, risk tolerance, and investment preferences.
• Financial Planning : Develop comprehensive financial plans tailored to each client's needs, encompassing retirement planning, tax optimisation, estate planning, and more.
• Investment Strategy : Create and implement personalised investment strategies utilizing a wide range of financial products and services offered by the firm.
• Portfolio Management : Monitor and manage client portfolios to ensure they align with financial objectives.
• Market Analysis : Stay updated with global financial markets, economic trends, and investment opportunities to provide informed advice.
• Client Education : Educate clients on various financial products, market trends, and investment strategies to empower them to make informed decisions.
• Compliance : Ensure that all advisory activities comply with regulatory standards and company policies.
• Collaboration : Work closely with internal teams, including research, compliance, and operations, to deliver comprehensive wealth management solutions.

Qualifications

Skills

Application Process

Interested candidates are invited to apply with their resume and a cover letter detailing their qualifications and experience.

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