Wealth Advisor

Job type : Full Time

• Department : Wealth Advisory
• Work type : On-Site

Kuala Lumpur, Federal Territory of Kuala Lumpur, Malaysia

About Job

We are looking for an experienced Wealth Advisor to guide our high value clients and prospective clients in their investment decisions with StashAway. This is a unique opportunity to join a start-up team to further build StashAway Malaysia. You will report directly to the Country Manager to strategise and execute AUM impacting initiatives. Within this role, you will work on both short-term and long-term goals, build customer and prospecting relationships, identify AUM growth opportunities, and deliver on quarterly input KPIs.

Key Responsibilities

Develop a continuous prospect pipeline to achieve AUM targets and expand StashAway's customer base

Proactively assist clients to understand their needs and objectives; effectively communicate StashAway's product value proposition through proposals and presentations

Manage and deepen client relationships to retain and grow existing HNW clients and reinvigorate churned clients

Provide understanding of the markets and StashAway products for the benefit of the client and to deepen loyalty with the brand

Have up-to-date knowledge of financial products for HNW, and be able to communicate on it to clients in both written and verbal form

Projects you might work on

Deliver seminars on a variety of financial and market topics to nurture current and prospective clients

Play a role in product development through client feedback on Sophisticated Investor products such as private equity and private credit

Accountability of the role

Driving existing HNW client AUM

Proactively identifying and onboarding new HNW clients

Building long-term client relationships through consultative conversations around their wealth

Employee financial and physical well-being

Compensation package : You will receive a competitive total compensation package that includes employee stock options if you are a full-time employee.

Comprehensive insurance coverage : Free panel outpatient GP clinic visits, group hospitalisation and surgical insurance, and Covid hospitalisation insurance coverage (conditions apply).

Management fee discount : You will receive an employee discount on your asset management fees when you invest with StashAway.

Flexible work arrangements and policies

Unlimited paid annual leave : It should be simple for you to decide if you would like to take more or fewer days off. We trust that you are accountable for your work and know best if you need 10 or 30 days of paid annual leave that year.

Personal work equipment budget : It’s important that you have a workstation that’s optimal for you wherever you are.

Learning and development opportunities

You will be given an annual Learning and Development budget to help you continuously learn in your pursuit of your professional and personal development. You may use the budget for resources and tools that may help you perform better at work. This budget is subject to management approval.

Team bonding budget and initiatives

Quarterly team bonding budget : We encourage you to socialise with colleagues across job functions, departments, and entities to know them better as individuals beyond what they professionally do.

Annual off-site (Sept) : Each off-site gathers all employees for a full day of company-wide team bonding activities and challenges.

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