HNW Private Wealth Relationship Manager

Bradbury Asset Management (M) Sdn Bhd; Petaling Jaya; On-site; MYR 180,000 - 280,000; Full time

Job summary

Bradbury Asset Management (M) Sdn Bhd seeks an experienced wealth management professional to manage a portfolio of high-net-worth clients, build lasting relationships, and understand their financial goals. You will act as the primary contact, identify AUM growth opportunities, and ensure compliance with KYC/AML and regulatory standards.

The role requires 5+ years in financial services, strong wealth planning skills and a proven track record in investment sales, with excellent communication and

Qualifications

• Diploma or degree or recognised tertiary qualification.
• Around 5+ years of financial services / sales experience.
• Experience managing HNW clients is preferred.
• Strong wealth management and financial planning knowledge.
• Strong track record in investment sales.
• Strong networking and portfolio management skills.
• Excellent communication and influencing skills.
• Licenses/certifications such as MA, FIMM, CFP.

Responsibilities

• Manage a portfolio of high-net-worth / private clients.
• Build trusted, long-term relationships with clients and families.
• Understand clients' objectives, risk, and life stages.
• Act as the key relationship contact and provide personalised service.
• Grow and deepen existing client relationships.
• Identify opportunities to increase AUM.
• Retain high-value customers and prevent attrition.
• Develop referrals through existing clients and networks.
• Identify investment opportunities and recommend solutions.
• Analyze profitability, AUM and wallet share.
• Maintain accurate customer records in our systems.
• Follow sales processes, KYC/AML and regulatory requirements.
• Maintain appropriate documentation and suitability of products.

Education

MA

FIMM

CFP

Job description

Bradbury Asset Management (M) Sdn Bhd seeks an experienced wealth management professional to manage a portfolio of high-net-worth clients, build lasting relationships, and understand their financial goals. You will act as the primary contact, identify AUM growth opportunities, and ensure compliance with KYC/AML and regulatory standards.

The role requires 5+ years in financial services, strong wealth planning skills and a proven track record in investment sales, with excellent communication and