全职 Private Wealth Director 工作, 薪水, PFP Legacy MY Federal Territory 公司招聘中 - Ricebowl

Company Description PFP Legacy MY provides tailored solutions for the succession, distribution, and management of clients’ wealth and assets. The organization focuses on helping individuals and families preserve and transition their financial legacy across generations. Services are designed to address complex wealth structures while ensuring clarity and control for clients. PFP Legacy MY emphasizes trustworthy long-term relationships, professional guidance, and comprehensive strategies that align with each client’s goals.

Role Description The Private Wealth Director (PWD) is a full-time role responsible for advising high-net-worth clients on wealth management, succession planning, and asset distribution strategies. In this hybrid position based in various locations, PWD will meet clients in person and conduct follow-up consultations and planning work from home as needed. The Private Wealth Director will contribute to business development by cultivating new client relationships and maintaining strong ongoing engagement with existing clients.

Qualifications

• Candidates should possess strong skills in Financial Planning and Finance to design and implement comprehensive wealth strategies for HNW clients.
• Candidates should possess robust Analytical Skills to assess complex financial scenarios and recommend suitable solutions.
• Candidates should possess excellent communication and interpersonal skills to build trust with clients and explain sophisticated concepts clearly.
• Relevant academic background in Finance, Accounting, Economics, or a related field; professional certifications (e.g., CFP, CFA, or equivalent) are an advantage.
• Demonstrated experience in private wealth management, financial advisory, or related financial services roles.
• High level of integrity, discretion, and commitment to client confidentiality.
• Ability to work effectively in a hybrid environment, manage time independently, and handle multiple client engagements concurrently.