Executive Private Wealth Manager

ADVANCE FIN ADVISORY SDN BHD; George Town; On-site; MYR 150,000 - 270,000; Full time

Benefits offered by this job

Work-Life Balance

Flexible Hours

Competitive Remuneration

Professional Development

Collaborative Culture

Job summary

ADVANCE FIN ADVISORY SDN BHD in George Town, Penang, invites an experienced Private Wealth Manager to join our team. You will manage and grow a premier HNW client portfolio, delivering tailored wealth planning solutions aligned with clients' long-term life objectives.

This role emphasizes independence, high-trust collaboration, and a balanced approach to work and personal time. You will work with internal specialists to execute end-to-end wealth strategies while maintaining strict regulatory and

Qualifications

• Minimum 5 years of private wealth management, priority banking or financial advisory experience.
• Ex-bankers seeking flexibility are encouraged to apply.
• CFP or RFP designation highly valued.
• Fluency in English; Mandarin and Malay advantageous.
• Strong interpersonal and advisory skills.

Responsibilities

• Client Advisory: Build deep relationships with high-net-worth individuals and families, delivering personalized service.
• Comprehensive Wealth Planning: Develop holistic wealth blueprints covering asset allocation, protection, and tax optimization.
• Portfolio Optimisation: Monitor, rebalance portfolios to match market conditions and life stages.
• Strategic Growth: Grow portfolio through networking, referrals, and strategic wealth solutions.
• Regulatory & Ethical Excellence: Maintain client records aligned with BNM guidelines and internal standards.
• Collaboration: Work with portfolio management and operations to execute wealth strategies.

Skills

Client Advisory

Wealth Planning

Portfolio Optimization

Business Development

Regulatory Compliance

Collaboration

Market Knowledge

Communication

Education

CFP

RFP

Job description

About the Role

Are you an experienced wealth professional or an ambitious ex-banker looking to break free from rigid corporate constraints?

At ADVANCE FIN ADVISORY SDN BHD, we are seeking a goal-oriented Private Wealth Manager to join our team in George Town, Penang. In this role, you will manage, consult, and grow a premier portfolio of high-net-worth (HNW) clients. Rather than pushing static products, you will deliver truly tailored, comprehensive wealth planning solutions aligned with your clients' long-term life objectives.

We believe that peak professional performance shouldn't cost you your personal life. This position is structured specifically for self-motivated individuals who thrive under a high-trust, results-driven model that respects your time and independence.

Key Responsibilities

• Client Advisory: Build and nurture deep, trusting relationships with high-net-worth individuals and families, delivering exceptional, personalized service.


• Comprehensive Wealth Planning: Develop holistic wealth blueprints encompassing asset allocation, assets protection, assets confidential, and tax optimization.


• Portfolio Optimisation: Monitor, review, and rebalance client portfolios regularly to keep pace with changing market conditions and client life stages.


• Strategic Growth: Actively identify market opportunities to expand your portfolio through networking, referrals, and introducing strategic wealth solutions.


• Regulatory & Ethical Excellence: Maintain meticulous client records, ensuring full alignment with Bank Negara Malaysia (BNM) guidelines and our internal compliance standards.


• Collaboration: Work alongside internal portfolio management specialists and operations teams to execute seamless, end-to-end wealth strategies.

What We’re Looking For

• Experience: Minimum 5 years of professional experience in private wealth management, priority banking, or financial advisory. Ex-bankers seeking better flexibility are highly encouraged to apply.


• Credentials: Possession of a Registered Financial Planner (RFP) or Certified Financial Planner (CFP) designation is highly valued.


• Market Acumen: Deep understanding of the Malaysian financial market landscape, local tax regulations, and regulatory frameworks.


• Mindset: Highly goal-oriented, self-driven, and intrinsically motivated to hit targets without needing micro-management.


• Communication: Exceptional interpersonal skills with the ability to translate complex wealth structures into clear, actionable advice. Fluency in English is required; Mandarin and Malay are highly advantageous to serve our diverse client base.

What We Offer (Culture & Benefits)

• True Work-Life Balance: We focus strictly on outcomes, not clock-in times. We respect your personal time and foster an environment where you can excel both at home and at the office.


• Flexible Working Hours: Enjoy control over your day. Manage your own schedule and client meetings in a way that fits your lifestyle.


• Highly Reward-Driven Remuneration: A competitive compensation structure designed to directly reward your hard work and the growth of your portfolio.


• Professional Advancement: Access to ongoing professional development, including updates on the latest wealth structures, wealth planning tools, and industry trends.


• A Supportive, Collaborative Culture: Work alongside like-minded professionals in a modern, forward-thinking advisory firm that prioritizes ethics, transparency, and peer support.

About Us

ADVANCE FIN ADVISORY SDN BHD is a pioneer, licensed private wealth management firm based in George Town, Penang. We are dedicated to providing unbiased, holistic wealth management services to affluent families and corporate entities. Our mission is to empower our clients to grow and protect their wealth across generations through expert guidance and unconditional ethical standards. We position ourselves not just as asset managers, but as trusted lifelong partners in our clients' wealth journeys.