Jobs
>
Kuala Lumpur

    iGM Wealth Planner - Kuala Lumpur, Malaysia - IFast Capital Sdn Bhd

    IFast Capital Sdn Bhd
    IFast Capital Sdn Bhd Kuala Lumpur, Malaysia

    Found in: Talent MY C2 - 10 hours ago

    Default job background
    Description

    Home> Careers Details

    Careers at iFAST

    iGM Wealth Planner

    iFAST Global Markets ("iGM") is a wealth planning division of iFAST Capital Sdn Bhd for iGM Wealth Planners to offer consumers personalised and unbiased financial solutions with complete transparency on commissions, fees and information on wealth management products.

    Here at iGM, we believe in the Asset Accumulation model and the tenacity required to build the longevity of your advisory business. To be dedicated to a long-term career involves setting in place a sustainable business model and goals to achieve your continued success. We believe that our recurring income model will help build your future while our Fintech solutions can help you to manage your clients' portfolios more efficiently and effectively.

    We understand the importance of client ownership. The client base and all accumulated assets you have built in iGM over time will remain yours and are fully transferrable.

    Responsibilities

    We are looking for someone who is: -

  • Able to provide personalised financial consulting to clients and help clients to meet their needs and grow their assets.
  • Able to recommend and grow clients' portfolios with a wide range of wealth management products, such as Unit Trusts, OTC-Bond, Discretionary Portfolios, Stocks & ETFs, Insurance, Will Planning and etc.
  • Able to expand new client base and build a trusting relationship through your own capacity, network and business development activities.
  • Willing to keep abreast of investment market trends and committed to continuous learning.
  • Have patience in handling clients' issues, complaints, product enquiries and provide timely support to clients.
  • Confident, professional, prioritise clients' interests, and has the drive to succeed.

    • Requirements

  • Minimum 3 years of experience in Wealth Management, Banking, Investments, Unit Trust or Financial Planning industry.
  • Self-motivated, positive and resourceful.
  • Good planning and organizing skills as well as good learning attitude.
  • Excellent communication and interpersonal skills.
  • Client-oriented, pleasant and pro-actively meeting customers.
  • Strong interest in investment and insurance products.
  • Professional certification such as CFP, RFP, ChFP or CMSRL holder will have an added advantage.
  • Preferable candidates with experience as Private/Premier Bankers, Relationship Managers, Personal Financial Consultants (PFC) or Unit Trust Consultants (UTC).
  • Able to work independently and is a team player.
  • Attractive remuneration structure.
  • Application from existing iFAST partners i.e. CUTA and CPRA's representatives will not be considered.

    • Applicants are invited to email us their resume, qualifications and skills, working experience, and expected salary to the Human Resource Manager at

    All applications will be treated in strict confidence. We regret that only shortlisted applicants will be notified. Applicants who have written to us earlier need not re-apply.

    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.

    Job Snapshot

    Regular Working Hour,
    Mondays - FridaysBanking / Financial ServicesBusiness (e.g Shirt)EnglishApply for this job
  • AIA Malaysia

    Elite Lite Planner

    Found in: Foundit MY A2 - 4 days ago

    AIA Malaysia Malaysia, Kuala Lumpur Full time

    Company Description · AIA Malaysia is part of AIA Group, the largest independent publicly listed pan-Asian life insurance group. Together, AIA Bhd., AIA PUBLIC Takaful Bhd., AIA General Berhad and AIA Pension and Asset Management Sdn. Bhd. have been serving Malaysians for over se ...

  • AIA Malaysia

    Financial Services Consultant

    Found in: Foundit MY A2 - 2 days ago

    AIA Malaysia Malaysia, Kuala Lumpur Full time

    Company Description · AIA Malaysia is part of AIA Group, the largest independent publicly listed pan-Asian life insurance group. With over seven decades of experience, AIA Malaysia offers a wide range of innovative conventional and shariah-compliant solutions, including Life and ...

  • Hong Leong Bank Berhad

    Manager, Wealth Management-i

    Found in: Talent MY C2 - 10 hours ago

    Hong Leong Bank Berhad Kuala Lumpur, Malaysia Full time

    If you are looking to excel and make a difference, take a closer look at us... · Key Responsibilities and Accountabilities Functional (job responsibilities) · Wealth Management-i · Initiate, devise and undertake project development, implementation and deployment of key strate ...

  • Zeneration

    Sales Executive

    Found in: Foundit MY A2 - 5 days ago

    Zeneration Malaysia, Petaling Jaya, Selangor Full time

    Company Overview: · Zeneration is a group of dedicated and responsible in wealth planner that is focused on providing insurance and takaful protection for the people in Malaysia. Located at Petaling Jaya, Selangor, Zeneration is one of the top 10 insurance agencies in the central ...