Hybrid Private Wealth Advisor for HNW Clients

UOB Kay Hian; Johor Bahru; Hybrid; MYR 70,000 - 100,000; Full time

Job summary

A leading brokerage firm in Greater Johor Bahru is seeking a Private Wealth Advisor to provide personalized financial advice and wealth management solutions. The role involves managing a portfolio of high-net-worth clients, identifying investment opportunities, and creating tailored financial plans. Candidates should possess knowledge of financial advisory and investment products, along with strong relationship management skills. This full-time position offers hybrid working flexibility.

Qualifications

• Strong knowledge of investment products including stocks and bonds.
• Proficiency in relationship management and client development.
• Analytical skills to provide tailored investment strategies.

Responsibilities

• Build and manage a portfolio of high-net-worth clients.
• Identify investment opportunities for clients.
• Create customized financial plans in compliance with regulations.

Skills

Financial advisory knowledge

Relationship management

Analytical skills

Communication skills

Self-motivated

Fluency in English

Education

Relevant certifications or licenses

Job description

A leading brokerage firm in Greater Johor Bahru is seeking a Private Wealth Advisor to provide personalized financial advice and wealth management solutions. The role involves managing a portfolio of high-net-worth clients, identifying investment opportunities, and creating tailored financial plans. Candidates should possess knowledge of financial advisory and investment products, along with strong relationship management skills. This full-time position offers hybrid working flexibility.