Associate Director/Senior Wealth Manager (Ipoh)

About Us

iFAST Global Markets (“iGM Malaysia”) is the private wealth advisory division of iFAST Corporation Ltd (“iFAST”), a leading digital banking and wealth management platform headquartered in Singapore. iGM Malaysia is supported by a team of seasoned wealth professionals dedicated to serving medium-to-high-net-worth individuals and corporates through a consolidated wealth management approach.

We offer a comprehensive suite of investment and financial solutions, leveraging cutting-edge iFASTech to deliver secure, seamless, and holistic wealth management experiences.

As of 31 December 2024, iFAST administer S$25.1 billion in assets under administration (AUA), marking a 26% YoY growth. Established in 2000 and listed on the SGX Mainboard since 2014 (SGX: AIY), iFAST has a global presence in Singapore, Hong Kong, Malaysia, China, and the United Kingdom (via iFAST Global Bank).

Role Overview

We are seeking highly driven professionals to join our dynamic team. As a Senior Wealth Manager / Associate Director, you will play a pivotal role in managing clients’ assets and delivering tailored wealth management solutions.

Key Responsibilities:

• Provide personalized financial advice and wealth management services to help clients achieve their financial objectives.
• Recommend and assist clients in building diversified portfolios across a wide range of solutions, including Unit Trusts, Bonds, Stocks, ETFs, Discretionary Portfolio Services, Cash Solutions, Insurance, Wills, Trust services, and more.
• Expand your client base through proactive business development, networking, and relationship-building strategies.
• Stay updated on market trends, investment opportunities, and industry developments.
• Address client inquiries and concerns with professionalism, empathy, and efficiency to ensure high levels of client satisfaction.
• Uphold a client-first approach, demonstrating integrity, and a long-term business mindset.

Requirements:

• Minimum 5 years of experience in Wealth Management, Private Banking, Investments, Insurance, or Financial Planning.
• Strong interpersonal, communication and relationship management skills.
• Self-motivated, goal-oriented, and resourceful with a proactive and entrepreneurial mindset.
• Excellent organizational and time-management capabilities.
• Passionate about investments, risk management and comprehensive financial solutions.
• Customer-centric mindset with strong analytical and problem-solving abilities.
• Professional certification ie. CFP, RFP, ChFP, IPPC, or possess Financial Planning, dealing in securities and investment advice license are advantageous.
• Possession of professional certifications such as CFP, RFP, ChFP, or relevant licenses in Financial Planning, Dealing in Securities, or Investment Advice is an added advantage.
• Prior experience as a Private Banker, Relationship Manager, Personal Financial Consultant, or Unit Trust Consultant is highly regarded.

🚫 Note: Applications from existing iFAST partners (e.g., representatives of CUTA and/or CPRA) will not be considered.

Perks & Benefits:

• Flexible working arrangements and strong work-life balance.
• Attractive profit-sharing scheme with potential for both recurring and non-recurring income.
• Entrepreneurial opportunities to build your own business under a licensed & future-ready platform.
• Eligible for iFAST’s Performance Share Plan (PSP), subject to performance criteria.
• Continuous training, product briefings, and development support.
• Opportunities to attend international symposiums and business trips.

Let’s Connect

Visit our offices to learn more about our platform and culture or reach out via [email protected] or 03-21490660 for an informal chat.

All applications will be treated in strict confidence. We regret that only shortlisted applicants will be notified.

Note: Job responsibilities/requirements are representative and are not intended to be a detailed list. Other tasks/abilities may be required of the incumbent, relative to the specific assignment.