Wealth Manager

Company Description iFAST Global Markets Malaysia is transforming the private wealth management industry by making financial services more accessible, digital, and global. Our platform empowers clients and wealth managers with innovative solutions for financial planning and investment management. Through technology-driven strategies, we deliver personalized services tailored to individual financial goals and market dynamics. Join us and help reimagine the wealth management experience in the digital age. Role Description This is a full-time hybrid role for a Wealth Manager, based in Alor Setar with some flexibility to work from home. Responsibilities include developing and implementing financial plans, providing investment advice, and managing client portfolios. The Wealth Manager will identify clients' financial needs and goals, recommend suitable financial products, and foster long-term client relationships. Regular reviews and adjustments to financial strategies, as well as staying updated on market trends, are integral to this role. Qualifications Proficiency in Financial Planning and Investment ManagementStrong understanding of Investments and FinanceKnowledge of Insurance products and their applications in financial planningExcellent interpersonal and communication skillsAbility to build and nurture long-term client relationshipsBachelor's degree in Finance, Economics, or a related fieldRelevant certifications such as CFP, CFA, or equivalent are an added advantageProactive and self-motivated approach to achieving client goals