About the role:

We are seeking a dynamic and client-focused professional to join our team as a Private Wealth Manager. This role is ideal for individuals with a strong background in wealth management or financial services, with a passion for building long-term client relationships and delivering tailored trust and advisory solutions.

Location: Menara AIA Sentral, Kuala Lumpur (near MRT Bukit Bintang)

Working Hours: Monday – Friday, 10:00 AM – 6:00 PM

Salary Package: Basic (RM) + Commission (USD)

Key responsibilities:

Provide trust and fiduciary advisory services, addressing clients current and future funding needs.
Ensure all transactions and activities comply with internal policies and external regulatory requirements.
Build, manage, and expand relationships with existing and prospective clients.
Grow a strong client base through referrals, networking, marketing leads, and self-generated opportunities.
Proactively engage clients with relevant updates, market insights, and value-added communications.
Identify opportunities to cross-sell and deepen client relationships based on their evolving needs.
Deliver presentations to clients and business partners on trust solutions and services.
Support business development initiatives and contribute to achieving company targets and milestones.
Collaborate with team members, sharing knowledge and best practices to support team growth.
Develop and maintain strong relationships with business partners and stakeholders.
Assist with ad-hoc assignments as required.

Requirements:

Bachelor's Degree, Postgraduate Diploma, or Professional Qualification in Finance, Banking, Accountancy, or related field.
More than 5 years of experience in banking, wealth management, or financial services.
Proven experience managing and developing client relationships, preferably with HNW/UHNW clients.
Strong sales, communication, and interpersonal skills
Existing network of clients and/or business partners is a strong advantage
Ability to work independently while contributing effectively within a team
Proficiency in English, Mandarin, and native language.

Private Wealth Manager (HNW/UHNW)