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.
