Private Wealth Advisor

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

Company Description

UOB Kay Hian, backed by the UOB Group, is one of Asia’s largest brokerage firms with a history spanning over 100 years. Headquartered in Singapore, the company operates more than 80 branches worldwide, including Southeast Asia, Greater China, the United Kingdom, and North America. UOB Kay Hian offers clients sophisticated trading tools and access to a wide range of global securities, including stocks, bonds, unit trusts, futures, options, CFDs, and forex. Committed to excellence and integrity, the firm delivers tailored financial solutions to corporations, institutions, and individual investors while leveraging local expertise in Asian and global markets. UOB Kay Hian continuously refines its products and services to ensure successful partnerships with its clients.

Role Description

This is a full-time hybrid role for a Private Wealth Advisor, based in Greater Johor Bahru, with flexibility for remote work. The Private Wealth Advisor will focus on providing personalized financial advice and wealth management solutions tailored to the investment needs and goals of clients. Responsibilities include building and managing a portfolio of high-net-worth clients, identifying investment opportunities, creating customized financial plans, and ensuring compliance with all regulatory requirements. Regular client interaction to foster strong relationships, monitor investment performance, and address changing financial needs will be central to the role.

Qualifications

• Strong knowledge of financial advisory, wealth management, and investment products including stocks, bonds, unit trusts, and other securities.
• Proficiency in relationship management, client development, and the ability to establish long-term partnerships.
• Analytical skills to assess client financial goals and provide tailored investment strategies.
• Strong communication and interpersonal skills, with the ability to clearly explain complex financial products and market trends.
• Relevant experience in financial services or wealth management is preferred.
• Self-motivated and driven to meet client needs while achieving personal and organizational goals.
• Possess appropriate certifications or licenses as required by local financial authorities.
• Fluency in English and additional language proficiency (e.g., Mandarin or Malay) is an advantage.
• Ability to work independently and collaboratively in a hybrid work environment.