Wealth Management Jobs - Asia

wealth management jobs asia


Montpelier is a leading wealth management company working with expatriates in South East Asia for over 20 years.
We specialise in managing clients’ financial planning requirements, giving them access to a full range of offshore financial services.

Due to continuous expansion, we have vacancies for wealth management and financial planning personnel.
This is an exciting opportunity to work in a stimulating and vibrant environment at one of our Asia offices.
We are currently recruiting for positions in Malaysia, Thailand, Vietnam, Hong Kong, Beijing, Singapore and the Philippines.

Please take time to view our recruitment VIDEO video icon introducing Montpelier.

More information - Working with Montpelier

Current Vacancies

Experienced Financial Advisors
Locations - Malaysia, Singapore, Thailand, Hong Kong, China, Vietnam, Philippines


• Relocation package, including return flights from the UK and Airport transfers
• Luxury accommodation with pool and amenities provided for 3 months
• First year: OTE 60k – 100k GBP, Second year: OTE 100k – 200k GBP
• Year 5: IPO Shares issued

The role:
We currently have several vacancies for experienced Financial Advisors to join our existing teams across the South East Asia Region

• The ideal candidates should be able combine their personal skills with all the tools and resources provided by the company.
• You will regularly undertake financial reviews with new/existing clients that have been prequalified by a dedicated Appointment Maker.
• You are likely to receive 5 – 10 booked appointments per week.
• The company host circa 20 investment seminars and other events per year at prestigious venues across the region; these provide a high level of ongoing leads.
• Excellent induction and continuous personal development training and product support is provided
• Individuals should be target driven to achieve 5 figure gross initial fee income per month.
• As a Financial Adviser, you will need to be professional, articulate and have a confident manner. Engaging with people at all levels, especially high net worth individuals, should be second nature to you.

Required Skills:
• Minimum Qualification - Level 4 Diploma or CeFA, CFP / FPC, CAS status or equivalent
• Proven track record of dealing with HNW individuals / business owners
• 3 years’ experience of providing financial planning advice
• Articulate – both verbally and in writing
• Self-motivated, resilient with good attention to detail.
• Able to work towards and exceed targets on a monthly basis.
• Must enjoy working in a team.
• Excellent time management and organisational skills.

To apply for this position, please send your current CV with a written cover letter to - hr.asia@montpeliermalaysia.com

More information - Working with Montpelier


Take a look at Montpelier now!

CEO Stuart Williamson Introduces Montpelier


Working with Montpelier

montpelier careers

The Montpelier provides continuous personal development through advanced product and services knowledge ensures our staff are equipped with the highest industry skills.

For enquiries, please find below our contact details

Head Office
Montpelier (Labuan) Ltd
Suite 5B, 3rd Floor
Wisma Wong Wo Lo,
Jalan Tun Mustapa
87000 Federal Territory of Labuan
Tel : +(6087) 419 661
Fax : +(6087) 419 662
E-mail: enquiry@montpeliermalaysia.com
Kuala Lumpur Office
Suite A-13-1, 13th Floor
Menara UOA Bangsar,
5 Jalan Bangsar Utama 1,
59000 Kuala Lumpur
Tel : +(603) 2302 3399
Fax : +(603) 2302 3398
E-mail: enquiry@montpeliermalaysia.com