We are seeking a highly skilled and licensed Private Wealth Manager to join our team in Kuala Lumpur. The successful candidate will be responsible for managing a portfolio of high-net-worth clients, providing them with comprehensive financial planning services, and ensuring the preservation and growth of their wealth. This role requires a deep understanding of the financial markets, tax planning, and investment strategies, as well as a commitment to maintaining the highest standards of client service and confidentiality.
Key Responsibilities:Client Relationship Management:Develop and maintain strong, long-term relationships with high-net-worth clients, understanding their financial goals, risk tolerance, and investment preferences.
Provide personalised financial planning advice, including investment management, tax planning, estate planning, retirement planning, and risk management.
Develop and implement investment strategies tailored to each client's financial objectives, regularly reviewing and adjusting portfolios to ensure optimal performance.
Regulatory Compliance:Ensure all financial planning activities comply with local regulations, including the Capital Markets and Services Act 2007 and guidelines issued by the Securities Commission Malaysia.
Market Research:Stay abreast of market trends, economic conditions, and regulatory changes to provide informed advice and identify new opportunities for clients.
Client Reporting:Prepare and present regular reports on portfolio performance, market conditions, and financial planning updates.
Work closely with other members of the wealth management team, including client services, finance, and legal, to deliver a seamless and integrated client experience.
Qualifications:Must be eligible for, or hold, a Capital Markets Services Representative's Licence (CMSRL) under the Securities Commission Malaysia.
Must hold a Malaysian CFP or Malaysian RFP.
Must be a Malaysian citizen or permanent resident.
A minimum of 3 years of experience in financial services.
Strong knowledge of Malaysian tax laws, financial regulations, and investment products.
Excellent interpersonal and communication skills, with the ability to build trust and rapport with high-net-worth clients.
High level of professionalism, integrity, and ethical standards.
Fluency in English and proficiency in Malay or Mandarin is an advantage.#J-18808-Ljbffr