jobs in IPP Global Wealth

Kerja Sepenuh Masa, Client Advisers di IPP Global Wealth Selangor - Maukerja

Client Advisers

IPP Global Wealth

Kongsi
Simpan

Lokasi Kerja

  • Petaling Jaya Selangor Malaysia

Penerangan Kerja

Tanggungjawab

IPP Global Wealth (IPPGW) builds on more than 40 years of regional IPP Group heritage since 1983, with ecosystem presence spanning Malaysia, Singapore, Labuan and Hong Kong.

Today, we serve clients whose needs increasingly extend beyond conventional financial products into areas such as wealth preservation, cross-border structuring, legacy planning, business continuity and regional wealth coordination.


At IPPGW, we provide advisers with broader resources, wider solution capabilities and regional coordination support to help them grow into more complete financial advisory practitioners with a regional perspective.


This includes capabilities relating to:


• Financial planning

• Wealth preservation strategies

• Cross-border wealth coordination

• Estate and legacy planning

• Corporate and ownership structuring

• Regional insurance and wealth solutions

• Institutional and private market access through licensed channels


As the advisory landscape evolves, we are looking for individuals who want to build long-term professional advisory careers beyond conventional product distribution.


We are currently looking for:


Group 1 – Experienced Advisers

Established life insurance advisers and unit trust consultants seeking broader advisory capabilities and regional exposure.


Requirements

• Ability to build and maintain strong client relationships through proven business performance

• Experience in one or more areas such as insurance, investment or estate planning

• CFP / RFP qualification preferred or willingness to qualify within 12 months


Group 2 – Relationship Managers from Financial Institutions

Individuals experienced in managing investment-oriented client relationships who aspire to grow further within comprehensive financial advisory.


Requirements

• Experience handling sizeable investment portfolios

• Good understanding of investments and insurance

• Aspiration to build a long-term advisory career

• CFP / RFP qualification preferred or willingness to qualify within 12 months


Group 3 – Professionals Transitioning into Financial Advisory

Professionals from other industries who believe their experience, network and relationship-building capabilities can be meaningfully applied within advisory.


Requirements

• Established professional network

• Ability to create opportunities and build trusted relationships

• CFP / RFP qualification preferred or willingness to qualify within 12 months

• Coaching and development support will be provided


Remuneration

• Fixed monthly income and / or

• Gross revenue share


Contact us to know more


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