Deskripsi Pekerjaan
Join iFAST Capital as Associate Director / Senior Wealth Manager in Malacca
iFAST Capital is a leading global financial technology and wealth management powerhouse. We are dedicated to providing comprehensive, consolidated wealth management solutions to High-Net-Worth Individuals (HNWIs) and corporate entities. To fuel our aggressive expansion in the growing Malacca market, we are seeking a top-tier Associate Director / Senior Wealth Manager to join our elite team.
Your Role & Impact: As an Associate Director / Senior Wealth Manager, you will be responsible for driving business growth and delivering exceptional value to our distinguished clients. You will lead the development and execution of sophisticated financial strategies, ensuring every client receives personalized, holistic advice tailored to their unique goals. Your ability to navigate complex financial markets and build lasting trust will be key to your success.
Why iFAST Capital? We are not just a financial services firm; we are a community of experts dedicated to excellence. We offer an unparalleled platform that combines a comprehensive suite of investment products (bonds, ETFs, unit trusts, insurance, FX) with robust digital tools. You will benefit from a collaborative environment, continuous professional development, and a competitive remuneration package including high commissions and performance bonuses.
The Opportunity: This role is perfect for a seasoned wealth manager looking for a significant career step. You will have the chance to shape the wealth management landscape in Malacca, lead a high-performing team, and lock in a compensation structure that rewards your drive and expertise. If you have a proven track record in HNW client acquisition and portfolio management, we want to hear from you.
Take control of your future. Apply now to become the new Associate Director / Senior Wealth Manager at iFAST Capital in Malacca and write the next chapter of your success story.
Tanggung Jawab
- Strategically manage and expand a portfolio of High-Net-Worth (HNW) and Ultra-High-Net-Worth (UHNW) clients in the Malacca region.
- Provide comprehensive wealth planning, including investment management, estate planning, tax optimization, and retirement strategies.
- Drive new client acquisition through proactive business development, referrals, and networking within the high-net-worth community.
- Conduct deep financial analysis and present tailored portfolio recommendations aligned with clients' risk profiles and objectives.
- Lead, mentor, and motivate a team of Wealth Managers to achieve collective revenue targets and uphold service excellence.
- Ensure strict adherence to regulatory compliance, risk management frameworks, and internal policies.
- Collaborate with internal product specialists and research teams to deliver innovative financial solutions.
- Monitor market trends, economic indicators, and investment performance to proactively advise clients.
Kualifikasi
- Bachelor's Degree in Finance, Banking, Business Administration, or a related field. A Master's degree or professional certifications (CFA, CFP) is highly preferred.
- Minimum of 8–10 years of progressive experience in wealth management, private banking, or financial advisory within the financial services industry.
- A strong, demonstrable track record of managing substantial Assets Under Management (AUM) and achieving aggressive sales targets.
- Deep knowledge of financial products, including equities, fixed income, unit trusts, structured products, and life insurance.
- Possess relevant capital markets and financial advisory licenses (e.g., CMSRL).
- Excellent client relationship management, negotiation, and interpersonal skills.
- Strategic, entrepreneurial mindset with the ability to work independently and drive initiatives.
- Fluency in English, Bahasa Malaysia, and Mandarin is a distinct advantage to effectively communicate with diverse clientele.