Manage a portfolio of UHNW clients, delivering tailored advisory on family governance, family wealth preservation planning, philanthropy, succession planning, and legacy strategies.
Lead client advisory meetings, ensure proper documentation, and uphold compliance requirements aligned with regulatory obligations.
Draft, review, and finalize legal documents such as Family Constitution, Deeds, Wills, Trusts, POAs, MOUs, NDAs, and client agreements.
Ensure compliance with SC, BNM, Labuan IBFC, and other self-regulatory organizations, as applicable
Support business development initiatives and participate in market development activities, map and explore potential client opportunities relevant to the Family Office Advisory scope.
Drive revenue generation and portfolio expansion through deepening client relationships and onboarding new opportunities.
Requirement:
Bachelor's Degree in Law, Finance, Business Administration, Wealth Management, or a related discipline. Professional qualifications such as STEP, ICSA/CGP, CFA, CFP, or equivalent will be an advantage.
Minimum 8–12 years of relevant experience in private banking, wealth management, family office advisory, legal practice, fiduciary services, or related advisory environments, with direct exposure to UHNW clients.
Strong knowledge of family governance structures, succession planning, estate and wealth preservation strategies, philanthropy advisory, and legacy planning.
Sound understanding of regulatory and compliance requirements involving Securities Commission (SC), Bank Negara Malaysia (BNM), Labuan IBFC, and relevant self-regulatory or fiduciary frameworks.
Strong client relationship management and stakeholder engagement skills, with the ability to advise and interact confidently with UHNW individuals, family principals, and professional intermediaries.
