Financial services executive

Company Description

At The Seed Wealth Management, we believe in growing alongside our clients by providing thorough financial planning. Our mission is to empower individuals and businesses to achieve their financial goals. We prioritize fostering meaningful client relationships and delivering tailored financial solutions. Additionally, we value work-life balance and strive to create a supportive environment for our team members.

Role Description

The Wealth Manager is a full-time on-site role based in Petaling Jaya. In this position, you will collaborate with clients to develop and implement personalized financial plans. Core responsibilities include assessing financial needs, managing investment portfolios, providing guidance on insurance and finance-related products, and ensuring clients long-term financial growth and security. You will also be responsible for maintaining strong client relationships and staying up-to-date on market trends and financial regulations.

Qualifications

• Expertise in Financial Planning to create tailored strategies for clients
• Solid understanding of Finance principles and their practical applications
• Familiarity with Insurance offerings and their role in wealth management
• Exceptional interpersonal and communication skills to build lasting client relationships
• Analytical thinking and problem-solving skills
• Bachelor's degree in Finance, Economics, Business, or a related field
• Relevant certifications such as CFP, CFA, or equivalent are highly advantageous