Private Wealth Manager

Company Description

ADC Wealth Resources provides wealth management advisory services and solutions in wealth creation, protection, accumulation, preservation, and distribution. Our team of experts is dedicated to offering personalized financial strategies to help clients achieve their financial goals. We pride ourselves on our commitment to excellence and customer satisfaction.

Role Description

This is a full-time hybrid role for a Private Wealth Manager located in Klang Valley with the flexibility to work from home as needed. The Private Wealth Manager will be responsible for developing comprehensive financial plans, managing investment portfolios, conducting estate planning, and providing financial advice to high-net-worth clients. The role involves regular client interactions to ensure their financial objectives are met and exceeded.

Qualifications

• Financial Planning and Estate Planning skills
• Experience in banking is an added advantage
• Ex Private banker is an utmost advantage
• Experience in Investment Management and Finance
• Certified Financial Planner (CFP) , Registered Financial Planner certification is an added advantage
• Strong analytical and problem-solving abilities
• Excellent interpersonal and communication skills
• Ability to work independently and in a team environment
• Proven track record in managing high-net-worth clients
• Bachelor's degree in Finance, Economics, or a related field