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Senior Wealth Manager, Malaysia

Senior Wealth Manager, Malaysia

Independent Resourcing Consultancy LtdKuala Lumpur, Kuala Lumpur, Malaysia
30+ hari lalu
Penerangan pekerjaan

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

  • Education : Bachelors degree in Finance, Economics, Business Administration, or a related field; a Masters degree or professional certifications (e.g., DipFa, CFA, CFP) is also required.
  • Experience : Minimum of 5-7 years of international experience in wealth management and financial advisory, with an international transferable client portfolio and assets under management (AUM).

    • Skills

  • Strong analytical and quantitative skills.
  • Excellent communication and interpersonal skills.
  • Proven ability to build and maintain relationships with affluent clients.
  • Proficiency in using financial planning and portfolio management tools.
  • Ability to work independently and as part of a team.
  • In-depth understanding of financial markets, investment products, and regulatory requirements in international markets.
  • Language : Fluency in English is required.

    • Application Process

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

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