Private Relationship Manager

Develop and maintain strong relationships with high-net-worth clients understanding their financial goals risk tolerance and investment preferences

Provide comprehensive financial planning advice including retirement planning estate planning tax optimization and investment strategies tailored to individual client needs

Manage and grow a portfolio of client assets by identifying and recommending suitable investment opportunities across various asset classes such as equities fixed income and alternative investments

Conduct regular client reviews to assess portfolio performance adjust investment strategies as needed and proactively identify new business opportunities

Stay abreast of market trends economic developments and regulatory changes to provide clients with timely and informed investment advice

Collaborate with internal specialists such as investment analysts tax advisors and estate planning attorneys to provide clients with a holistic wealth management experience

Acquire new clients through networking referrals and business development activities expanding the firms presence in the private wealth market

Requirements

Possess a Bachelors Degree in Finance Business Administration Economics or a recognized university

Demonstrate a minimum of 6 years of proven experience in private wealth management relationship management or a similar client-facing role within the financial services industry

Exhibit exceptional communication skills both written and verbal in English Mandarin and Bahasa Malaysia to effectively interact with clients from diverse backgrounds

Exhibit a strong understanding of financial planning principles investment strategies and wealth management products including but not limited to equities fixed income mutual funds and alternative investments

Possess excellent client relationship management skills with a demonstrated ability to build and maintain long-term relationships with high-net-worth individuals and families

Demonstrate strong sales and business development acumen with a proven track record of acquiring new clients and expanding existing relationships to meet or exceed revenue targets

Demonstrate in-depth knowledge of the Malaysian financial market regulatory landscape and compliance requirements related to wealth management activities

Benefits

EPF/SOCSO

Annual Leave

Health Insurance

Medical Leave

Annual Bonus

Performance Bonus

Commission in USD

Company Activities

Company Trip

Maternity Leave

Salary Increment

Professional Career Development

Staff Appreciation & Rewards

Nearby public transportation

Unlimited supply of pantry food

Public Holiday Substitution

5 working days