Asset and wealth management Specialist

Company Description

As-Saff Group Malaysia is a vibrant and ambitious team dedicated to developing young leaders who will shape the future of the industry and the nation. We focus on nurturing talent to build long-term, sustainable careers while delivering exceptional service to our valued customers in the growing asset and wealth management industry. Our organization is committed to providing comprehensive training and guidance to drive success. Join us and become part of a dynamic environment that empowers growth and leadership.

Role Description

This is a full-time, on-site role located in Damansara for an Asset and Wealth Management Specialist. In this position, you will engage with clients to understand their financial goals and develop personalized financial planning and investment strategies. You will manage investment portfolios, provide tailored insurance solutions, and offer financial advice to help clients achieve their short-term and long-term objectives. Additionally, you will stay updated on market trends and ensure compliance with industry standards and regulations. (This involves sales)

Qualifications

• Proficiency in Financial Planning and Finance to create and manage financial strategies and budgets.
• Expertise in Investment Management and Investments to effectively oversee asset portfolios and provide sound investment advice.
• Understanding of Insurance concepts and solutions to recommend appropriate coverage plans.
• Strong analytical skills, attention to detail, and the ability to interpret financial data.
• Effective communication and relationship-building skills to engage with clients and provide exceptional service.
• Bachelor's degree in Finance, Economics, or a related field.
• Relevant certifications (e.g., CFA, CFP) are beneficial but not mandatory.