PFP Legacy MY Hiring! Full Time Private Wealth Director in Federal Territory - Ricebowl

Company Description PFP Legacy MY specializes in providing solutions for the succession, distribution, and management of clients’ wealth and assets. The firm focuses on helping individuals and families preserve and grow their wealth across generations. By offering structured strategies and guidance, PFP Legacy MY supports clients in achieving long-term financial security and legacy objectives. The company emphasizes personalized service, professional integrity, and comprehensive planning to meet diverse client needs.

Role Description We are hiring 4 Private Wealth Directors that will be based across Greater Kuala Lumpur, Penang/Perak, Johor, and East Malaysia. Private Wealth Directors will advise clients on wealth management strategies, including succession planning, asset distribution, and long-term financial planning.

The Private Wealth Director will contribute to business development by nurturing existing relationships and identifying opportunities to serve new clients. Day-to-day responsibilities include meeting with clients to understand their goals, developing tailored financial and estate plans, reviewing portfolios, to provide informed recommendations.

Qualifications

• Strong foundation in Finance and Financial Planning, with the ability to design comprehensive wealth and succession strategies.
• Excellent Analytical Skills to assess complex financial situations and propose suitable solutions.
• Relevant professional certification (e.g., CFP, CFA, MBA or equivalent) and/or a degree in Finance, Accounting, Economics, or related field.
• Proven experience in private wealth management, financial advisory, or related financial services roles.
• Strong communication and interpersonal skills to build trust and long-term relationships with clients.
• High level of integrity, discretion, and commitment to client confidentiality.
• Ability to work independently and collaboratively, with strong attention to detail and organizational skills.